Advisor at Smart Financial Group, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Smart Financial Group, LLC
Location
Pittsburgh, PA 15222
Credentials
Series 63, Series 65
Industry experience
15 years
Djuliarto Ng is the sole advisor at Smart Financial Group, LLC in Pittsburgh, PA, holding Series 63 and Series 65 licenses with 15 years of industry experience. He has operated Smart Financial Group since 2011 and concurrently runs Smart Insurance Group as a licensed insurance agent, selling fixed insurance products. Smart Financial Group primarily serves pooled vehicles and institutional clients by providing financial planning and consulting, selecting and referring third-party investment managers, and monitoring their performance. The firm does not manage assets directly but acts as a liaison between clients and managers, combining adviser referral services with an active insurance practice.
Based on Smart Financial Group, LLC
Financial planning services offered based on a flat fee up to $2,000
$0+: 2.00% annually for Strategic Portfolios (split 1.00% GI, 1.00% SFG) $0+: 1.80% annually for Tactical Portfolios (split 0.80% GI, 1.00% SFG) plus 0.20% ETF internal fee $0+: 1.70% annually for Allocation & Defined Outcome Portfolios (split 0.70% GI, 1.00% SFG) $0+: 1.00% annually for Preservation Portfolios (split 0.40% GI, 0.60% SFG) $0+: 1.50% annually for Private Wealth Portfolios (split 0.50% GI, 1.00% SFG) $0+: $300 flat annual fee for Client Directed Accounts (split $300 GI, $0 SFG)
Insurance commissions received by managing member as a licensed insurance agent
Fee-only: Fixed fee up to $2,000 for financial planning services, billed 50% in advance, balance upon delivery
606 Liberty Ave, 3rd Floor
Pittsburgh, PA 15222
Pennsylvania
Smart Financial Group, LLC
2011 - Present (15 years)
Djuilarto Ng, Sole Proprietor dba Smart Insurance Group
2004 - Present (22 years)
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.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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.
Series 63
Pittsburgh, PA
A. Neff Associates LLC
CFP®, Series 63, Series 65
Canonsburg, PA
Storie Financial Advisory LLC
Series 66
Pittsburgh, PA
ClearPeak Capital Management
CFP®, Series 63, Series 65
Wexford, PA
Drazga Wealth Advisors, LLC
CFA®, Series 63
Pittsurgh, PA
Emmanuel Capital Management, LLC
Series 66
Pittsburgh, PA
Solid Oak Advisory
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