Advisor at Discipline Wealth Solutions, Inc.
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Firm
Discipline Wealth Solutions, Inc.
Location
Hixson, TN
Credentials
Series 66
Industry experience
16 years
Kevin Smith is a financial advisor at Discipline Wealth Solutions, Inc. with 16 years of industry experience and holds a Series 66 designation. His prior experience includes roles at Osaic Wealth, Inc., Securities America Advisors, and Christian Brothers Investment Services. He is also licensed as an insurance agent, engaging in the sale of various insurance products. Discipline Wealth Solutions, Inc. serves individuals, corporations, other registered advisers, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm manages client assets primarily on a discretionary basis, tailoring investment strategies to client objectives using asset allocation, dollar-cost averaging, and both long- and short-term approaches.
Based on Discipline Wealth Solutions, Inc.
Based on Discipline Wealth Solutions, Inc.
Fixed fees for comprehensive financial planning up to $30,000 per plan, negotiable
$0 - $250,000: 1.65% $250,001 - $500,000: 1.55% $500,001 - $1,000,000: 1.50% $1,000,001 - $3,000,000: 1.40% $3,000,001 - $5,000,000: 1.35% $5,000,001+: 1.32%
$125 to $500 per hour based on complexity and experience
Fee-only: Financial planning fixed fees up to $30,000 per plan; hourly fees $125 to $500 per hour
Hixson, TN
Tennessee
Discipline Wealth Solutions, Inc.
2026 - Present (1 year)
OSAIC
2024 - 2026 (2 years)
OSAIC
2024 - 2026 (2 years)
Securities America Advisors
2018 - 2024 (6 years)
Securities America, Inc.
2018 - 2024 (6 years)
Unemployed
2017 - 2018 (1 year)
Christian Brothers Investment Services, Inc.
2015 - 2017 (2 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 65
Hixson, TN
Haddon Group LLC
Series 66
Chattanooga, TN
Lattice Wealth Advisors
CFP®, ChFC®
Chattanooga, TN
Mountaintop Wealth
We are a flat fee financial advisory firm that provides comprehensive financial planning that connects every part of your financial life. We create a clear, actionable roadmap to: Fund College with Confidence: We’ll help you save for college, find more scholarship money and tax-efficient ways to invest so you can lower the cost of a high-quality college education. Secure Your Retirement: We'll build a solid retirement plan that won't be derailed by tuition bills, ensuring you have the freedom to enjoy your later years. Create Cohesion: We'll simplify your complex financial picture, bringing all your assets and goals into one unified strategy. It's about having a clear plan that allows you to achieve both of your most important goals without compromise.
Series 63, Series 65
Chattanooga, TN
Fuerst Financial Group, Inc.
Series 66
Chattanooga, TN
Mann Financial Consulting Services
Series 66
Chattanooga, TN
Bigham Wealth Advisory LLC
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