Scott C. Smith
Lifecycle Financial Planners · Bloomfield Hills, Michigan
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.
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Facts
| Firm | Lifecycle Financial Planners |
|---|---|
| Based in | Bloomfield Hills, Michigan |
| Fee model | Ongoing planning fee |
| Assets under management | $671.7M across 3,065 accounts |
| Credentials | CFP · EA · JD · MBA |
| SEC registration | Investment adviser representative in MI · CRD 2576230 |
| Exams passed | Series 63 (2014) · Series 65 (2014) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | mylifecycleplanners.com |
How Scott C.'s firm compares
- Lifecycle Financial Planners's average account is about $219,000, from its Form ADV (assets managed divided by 3,065 accounts).
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Questions about Scott C.
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Lifecycle Financial Planners website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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