# Scott C. Smith

> Scott C. Smith is a fee-only financial advisor at Lifecycle Financial Planners in Bloomfield Hills, Michigan, who holds the CFP, EA and JD credentials. Scott C. charges an ongoing planning fee.

Page: https://find.wellspent.co/advisors/scott-c-smith/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Lifecycle Financial Planners
- **Based in:** Bloomfield Hills, Michigan
- **Fee model:** Ongoing planning fee
- **Assets under management (firm):** $671.7M across 3,065 accounts
- **Credentials:** CFP, EA, JD, MBA
- **CRD:** 2576230 (https://adviserinfo.sec.gov/individual/summary/2576230)
- **SEC registration:** Investment adviser representative in MI
- **Exams passed:** Series 63 (2014), Series 65 (2014)
- **Firm size:** 9 employees
- **Disclosures:** None reported
- **Website:** https://mylifecycleplanners.com

## Frequently asked questions

### Is Scott C. Smith a fee-only financial advisor?

Yes. Scott C. Smith is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Scott C.'s firm.

### How does Scott C. charge for financial advice?

Scott C. charges an ongoing planning fee.

### Where is Scott C. Smith based?

Scott C. Smith is based in Bloomfield Hills, Michigan.

### What credentials does Scott C. Smith hold?

Scott C. Smith holds the CFP, EA, JD and MBA credentials.

### Is Scott C. Smith registered with the SEC?

Yes. Scott C. Smith is registered as an investment adviser representative in MI (CRD 2576230), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Lifecycle Financial Planners manage?

Lifecycle Financial Planners reports $671.7M across 3,065 accounts in assets under management.

### How do I contact Scott C. Smith?

Through Scott C.'s website, mylifecycleplanners.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/2240): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://mylifecycleplanners.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.