Advisor at The Retirement Smith 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
The Retirement Smith LLC
Location
Fredericksburg, VA 22401
Credentials
Series 65
Industry experience
9 years
Jeffrey Smith is a financial advisor at The Retirement Smith LLC with nine years of industry experience. He holds a Series 65 designation and has previously worked at Gradient Advisors, LLC. In addition to his advisory role, he is the owner of Michah Creek Farm LLC, a land development business. The Retirement Smith LLC provides financial planning and consulting services to individuals, high-net-worth clients, and business entities, focusing on tailored plans related to cash flow, retirement, tax reduction, and estate preservation. The firm does not hold client assets directly and typically refers clients to third-party managers for ongoing asset management.
Based on The Retirement Smith LLC
Based on The Retirement Smith LLC
Fixed fee for financial planning between $1,400 and $2,100
$0+: 1.60% $0+: 1.00% $0 - $500,000: 1.80% $500,000 - $1,000,000: 1.45% $1,000,000+: 1.10% $0 - $1,000,000: 1.60% $1,000,001 - $3,000,000: 1.50% $3,000,001+: 1.40%
Referral fees from third-party managers and insurance products sales commissions
$200 per hour for financial planning services
Fee-only: Hourly fee of $200 per hour; Fixed fees between $1,400 and $2,100 for financial planning
541 William St., Suite B
Fredericksburg, VA 22401
Virginia
Michah Creek Farm LLC
2021 - Present (5 years)
The Retirement Smith LLC
2019 - Present (7 years)
Gradient Advisors, LLC
2017 - 2021 (4 years)
The Insurance Smith Agency LLC
2002 - Present (24 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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