Advisor at AMES Financial Solutions, 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
AMES Financial Solutions, LLC
Location
Ocoee, FL
Credentials
CFP®, Series 63, Series 66
Industry experience
21 years
Reshell Smith is a CFP® professional with 21 years of industry experience, currently serving as the sole advisor at AMES Financial Solutions, LLC since 2017. Prior to that, she operated AMES Financial Education & Consulting LLC from 2013 to 2017. She is the author of two financial independence books for women and hosts the podcast "She's So Wealthy." AMES Financial Solutions provides individual clients with financial planning, investment advisory services, money coaching, and insurance product sales. The firm manages assets through a technology-driven wrap fee program using Betterment for Advisors and serves a high client count relative to its single-advisor structure.
Based on AMES Financial Solutions, LLC
Based on AMES Financial Solutions, LLC
Comprehensive Financial Planning Services: $2,500-$15,000 one-time; $450-$800 monthly retainer
All Assets+: 1.00%
$400.00 per hour for financial planning services (hourly)
Fee-only: Comprehensive Financial Planning Services: $450-$800 monthly or $2,500-$15,000 one-time; Financial Planning Hourly: $400/hour (all fees negotiable)
Ocoee, FL
Florida · Texas
AMES Financial Solutions, LLC
2017 - Present (9 years)
AMES Financial Education & Consulting LLC
2013 - 2017 (4 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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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.
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