Advisor at Smith, Moore & Co.
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Firm
Smith, Moore & Co.
Location
Overland Park, KS 66210
Credentials
Series 66
Industry experience
6 years
Austin Alejos is a financial advisor at Smith, Moore & Co. with six years of industry experience. He holds the Series 66 designation and has been with Smith, Moore & Co. since 2019. His prior roles include positions at Paragon Capital Management and various educational institutions. Smith, Moore & Co. serves individual and high-net-worth clients, corporations, and pension/profit-sharing plans, offering portfolio management, financial planning, and investment consulting. The firm employs both advisor-managed accounts and third-party manager arrangements, utilizing a range of investment products including stocks, mutual funds, ETFs, bonds, options, and alternative investments.
Based on Smith, Moore & Co.
Commissions and other transaction-based compensation are received when clients effect securities transactions through Smith Moore broker-dealer; includes 12b-1 fees and insurance commissions
Investment consulting and financial planning services charged hourly, ranging from $125 to $600 per hour, negotiable
Minimum fee: Open Architecture Advisory Plan: $400 annually; Smith Moore Select Models Advisory Plan: $135 (qualified accounts) or $100 (non-qualified accounts) annually Fee-only: Investment advisory fees generally range between 0.5% and 3% annually, negotiable per client
40 Corporate Woods, 9401 Indian Creek Parkway Suite 1050
Overland Park, KS 66210
Kansas
Smith, Moore & Co.
2019 - Present (7 years)
Unemployed
2019 - 2019 (1 year)
Paragon Capital Management
2018 - 2018 (1 year)
Cinetopia
2017 - 2017 (1 year)
Green Lantern
2017 - 2017 (1 year)
Johnson County Community College
2017 - 2017 (1 year)
St. Louis Community College
2016 - 2016 (1 year)
Top Golf
2016 - 2016 (1 year)
Drury University
2015 - 2019 (4 years)
Lindenwood University
2015 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 66
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