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Heidi Smart

Advisor at Johnson Bixby

Updated today

Location

Vancouver, WA 98660

Credentials

Series 63, Series 65

Industry experience

14 years

About

Heidi Smart is a financial advisor at Johnson Bixby with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms including Private Client Services and Securities America, Inc. since beginning her career in 2013. Johnson Bixby serves individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and business entities, offering discretionary asset management alongside financial planning and consulting. The firm manages approximately $789.5 million in regulatory assets and employs a multi-faceted investment process that includes asset allocation strategies, fixed-income management, and ongoing portfolio monitoring.

Client services

Based on Johnson Bixby

Financial planning Portfolio management

Expertise

Based on Johnson Bixby

Charitable giving & philanthropy Cash flow / budgeting

Fee options

Fixed

Flat fees for financial planning and consulting up to $10,000.

Commissions

Representatives may receive commissions for securities sales through Private Client Services, LLC; normal and customary commissions apply.

Project-based

Hourly fees for financial planning and consulting up to $500.

Subscriptions

Recurring fees for financial planning and consulting up to $20,000 annually.

Other

Fee-only: Financial planning and consulting fees charged on an hourly, flat, or recurring fee basis; hourly fees up to $500, flat fees up to $10,000, recurring fees up to $20,000 annually.

Location

275 West Third Street, Suite 600

Vancouver, WA 98660

Most active in

Washington

Work history

Johnson Bixby

2024 - Present (2 years)

Private Client Services

2022 - Present (4 years)

Securities America, Inc.

2020 - 2022 (2 years)

Johnson Bixby

2016 - 2024 (8 years)

KMS Financial Services, Inc.

2013 - 2020 (7 years)

Western Financial Planning

2013 - 2016 (3 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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