Reno Frazzitta
Advisor at Smart Money Financial Advisors, 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.
Advisor at Smart Money Financial Advisors, 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
Smart Money Financial Advisors, LLC
Location
Sterling Heights, MI 48313
Credentials
CFP®, Series 63, Series 65
Industry experience
13 years
Reno Frazzitta is a CFP® professional with 13 years of experience in financial advising, currently serving as the sole advisor at Smart Money Financial Advisors, LLC since 2015. He has over 30 years of experience as an independent insurance agent. Frazzitta is the managing member and founder of Retirement Learning Academy, which provides educational workshops on retirement planning, tax planning, Social Security, and Medicare. He also serves as Chapter President of the American Financial Education Alliance in the Oakland/Macomb area of Michigan, conducting financial literacy seminars. Smart Money Financial Advisors, LLC offers portfolio management and financial planning services primarily to individual and high-net-worth clients, utilizing a long-term investment approach based on Modern Portfolio Theory. The firm emphasizes documented client goals and risk tolerance, discretionary management, and ongoing portfolio monitoring.
Based on Smart Money Financial Advisors, LLC
Based on Smart Money Financial Advisors, LLC
$750 to $3,000 for financial planning fixed fees
$0 - $500,000: 1.00% $500,000 - $1,000,000: 0.90% $1,000,001 - $2,000,000: 0.80% $2,000,001+: 0.75%
12900 Hall Rd. Ste. 250
Sterling Heights, MI 48313
Michigan
Smart Money Financial Advisors, LLC
2015 - Present (11 years)
Independent Insurance Agent
1996 - Present (30 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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