Advisor at Smarr Financial Services Inc.
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
Smarr Financial Services Inc.
Location
Atlanta, GA 30303
Credentials
Series 63, Series 66
Industry experience
20 years
Gregory Smarr is the sole advisor at Smarr Financial Services Inc. in Atlanta, GA, holding Series 63 and Series 66 licenses with 20 years of industry experience. He has operated Smarr Financial Services since 2004. Outside of advisory work, he has been involved in selling various insurance products through multiple agencies. Smarr Financial Services provides financial planning and investment supervisory services to individuals, high net-worth clients, trusts, estates, charitable organizations, corporations, and other business entities. The firm also functions as an insurance agency, offering life, disability, long-term care, group life and health products, and fixed annuities. Its investment approach emphasizes fundamental analysis and long-term buy-and-hold strategies supplemented by moderate trading across a range of asset classes.
Based on Smarr Financial Services Inc.
Fixed fees for financial planning services ranging from $1,000 to $6,000, negotiable.
$0 - $200,000: 2.0% annually $200,001 - $600,000: 1.5% annually $600,001 - $1,000,000: 1.0% annually $1,000,001+: 0.50% annually
$100 to $500 per hour for financial planning services (minimum 1 hour), negotiable.
Fee-only: Financial planning services charged hourly ($100 to $500 per hour) or fixed fees ($1,000 to $6,000), both negotiable.
260 Peachtree St Nw, Suite 2200
Atlanta, GA 30303
Georgia
Smarr Financial Services
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.
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Series 65
Atlanta, GA
Littlefield Asset Management, Inc.
CFA®, Series 66
Atlanta, GA
Farview Management, LLC
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