Zachary Smith
Kroon & Mitchell · Grand Rapids, Michigan
Zachary Smith is a fee-only financial advisor at Kroon & Mitchell in Grand Rapids, Michigan. Zachary focuses on tax planning, retirement planning and estate & legacy planning. Kroon & Mitchell reports charging a percentage of assets and hourly fees on its Form ADV.
Request an introduction to Zachary →
Specialties
Facts
| Firm | Kroon & Mitchell |
|---|---|
| Based in | Grand Rapids, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Accepting new clients | Yes |
| Assets under management | $220.9M across 729 accounts |
| SEC registration | Investment adviser representative in MI · CRD 7351601 |
| Exams passed | Series 63 (2023) · Series 65 (2025) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | kroonandmitchell.com |
How Zachary's firm compares
- Kroon & Mitchell's average account is about $303,000, from its Form ADV (assets managed divided by 729 accounts).
Request an introduction to Zachary
Tell Zachary a little about what you're looking for. Zachary isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Zachary
Is Zachary Smith a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Zachary holds no broker registration, and Kroon & Mitchell reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Zachary charge for financial advice?
Zachary's firm, Kroon & Mitchell, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Zachary Smith based?
Zachary Smith is based in Grand Rapids, Michigan.
What does Zachary specialize in?
Zachary's specialties include tax planning, retirement planning, estate & legacy planning and small business owners.
Is Zachary Smith registered with the SEC?
Yes. Zachary Smith is registered as an investment adviser representative in MI (CRD 7351601), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Kroon & Mitchell manage?
Kroon & Mitchell reports $220.9M across 729 accounts in assets under management.
How do I contact Zachary Smith?
Through Zachary's website, kroonandmitchell.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
- Kroon & Mitchell 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.
See something wrong? Request a correction. Read our methodology.