Mitchell Poirier
SMP Financial Planning · New York, New York
Mitchell Poirier is a fee-only financial advisor at SMP Financial Planning in New York, New York. Mitchell focuses on retirement planning and family wealth transfer. SMP Financial Planning reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Pre-retirees
Facts
| Firm | SMP Financial Planning |
|---|---|
| Based in | New York, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $78.3M across 108 accounts |
| SEC registration | Investment adviser representative in DC, MD, NY, VA · CRD 6238325 |
| Exams passed | Series 66 (2013) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | smpfinancialplanning.com |
| Profile |
How Mitchell's firm compares
- SMP Financial Planning's average account is about $725,000, from its Form ADV (assets managed divided by 108 accounts).
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Questions about Mitchell
Is Mitchell Poirier a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mitchell holds no broker registration, and SMP Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Mitchell charge for financial advice?
Mitchell's firm, SMP Financial Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Mitchell Poirier based?
Mitchell Poirier is based in New York, New York.
What does Mitchell specialize in?
Mitchell's specialties include retirement planning and family wealth transfer. Mitchell works with pre-retirees.
Is Mitchell Poirier registered with the SEC?
Yes. Mitchell Poirier is registered as an investment adviser representative in DC, MD, NY and VA (CRD 6238325), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does SMP Financial Planning manage?
SMP Financial Planning reports $78.3M across 108 accounts in assets under management.
How do I contact Mitchell Poirier?
Through Mitchell's website, smpfinancialplanning.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SMP Financial Planning website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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