Firm
SmartPlan Investing
Juno Beach, Florida
Fee-only
SmartPlan Investing at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 4 advisors are listed here.
- Its Form ADV reports 4 employees and 249 individual clients.
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Juno Beach, Florida |
|---|---|
| Website | smartplaninvesting.com |
| [email protected] | |
| Phone | (561) 744-9516 |
SmartPlan Investing fees
SmartPlan Investing doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Individual clients | 249 |
|---|---|
| Employees | 4 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 30, 2026 |
| SEC record | CRD 141977 |