Jarryd Smith
Advisor at Harbor Light Planning
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.
Advisor at Harbor Light Planning
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.
Location
Royal Oak, MI
Credentials
Series 65
Industry experience
4 years
Jarryd Smith is a financial advisor at Harbor Light Planning with four years of industry experience. He holds a Series 65 designation and has worked at firms including Portfolio Solutions and CACI International, as well as self-employment ventures prior to his current role. Harbor Light Planning, LLC is a fee-only, holistic financial and life-planning firm serving primarily individual clients and families. The firm offers comprehensive retainer-based planning, discretionary investment management, and tax preparation services, with an emphasis on tax-aware portfolio construction and cash-flow simplification.
Project Agreement services typically provided on a flat-fee basis
$0 - $500,000: 1.00% annually $500,001 - $2,000,000: 0.80% annually $2,000,001 - $5,000,000: 0.60% annually $5,000,001+: 0.50% annually
$1,000 per hour for specific project requests when flat fee is not feasible
Minimum fee: $600 annual minimum fee for Investment Management services Fee-only: Comprehensive Service fixed annual fee ranging from $5,000 to $100,000; Project Agreement fees charged as flat fees or at $1,000 per hour
Royal Oak, MI
Michigan
Harbor Light Planning
2021 - Present (5 years)
HOMEMAKER
2021 - 2021 (1 year)
Portfolio Solutions
2020 - 2021 (1 year)
HOMEMAKER
2019 - 2020 (1 year)
CACI International
2016 - 2019 (3 years)
SELF-EMPLOYED
2010 - 2016 (6 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
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Fund sponsor
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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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