Advisor at S.mart Advising Inc
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
S.mart Advising Inc
Location
Tampa, FL 33618
Credentials
Series 63, Series 65
Industry experience
20 years
Samuel Martinez is the principal of S.mart Advising Inc in Tampa, FL, holding Series 63 and Series 65 licenses with 20 years of industry experience. His career includes roles at Crescendi Group, LLC, The Exit Strategy Co., and Blu Sky Coaching, Inc. Outside of advising, he serves as chairperson for Methodist United in Prayer, a nonprofit focused on fundraising and community outreach. S.mart Advising provides discretionary asset management, financial planning, and pension consulting services to individual investors and business entities, including qualified retirement plans. The firm utilizes platform- and model-based portfolio solutions, active co-advisory relationships, and a combination of analytical methods and trading strategies to manage client assets.
Based on S.mart Advising Inc
Based on S.mart Advising Inc
ERISA plan services fees may be charged as a flat fee; amount negotiable and disclosed in plan agreement.
$0 - $500,000: 0.60% $500,001 - $3,000,000: 0.40% $3,000,001 - $5,000,000: 0.32% Over $5,000,000+: 0.25%
Investment Advisor Representatives receive commissions from sales of insurance products.
$200 per hour for financial planning services.
14502 N. Dale Mabry Hwy., Suite 200
Tampa, FL 33618
Florida
Crescendi Group, LLC
2025 - Present (1 year)
The Exit Strategy Co.
2023 - Present (3 years)
S.mart Advising Inc
2021 - Present (5 years)
S.mart Advising Inc
2020 - Present (6 years)
S.mart Advising Inc
2020 - Present (6 years)
The Klingman Group
2020 - Present (6 years)
Blu Sky Benefits dba BLU SKY COACHING, INC.
2009 - 2021 (12 years)
Blu Sky Insurance Services
2009 - 2021 (12 years)
Blu Sky Coaching, Inc.
2009 - Present (17 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.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Wesley Chapel, FL
Capital Wise Advisory
CFP®
Lithia, FL
Southshore Financial Planning
Hi, I'm Chris - Founder and Financial Planner at Southshore Financial Planning. I enjoy partnering with individuals and families to guide them to and through retirement so they can live life to the fullest. This is accomplished by first taking a deep dive into where clients are now financially and where they want to be. Then ideas are weaved together in the areas of cash flow, investments, taxes, insurance, debt and estate planning into one financial roadmap. Professionally, I am a CFP® Practitioner and have two finance-related degrees from the University of North Florida. My entire 19 year career has been dedicated to serving individuals and families in the financial services industry. Before founding Southshore Financial Planning, I spent 11 years at one of the largest financial institutions in the country where I was directly responsible for a $700 million client practice. On a personal note, my wife Heather and I are parents to three wonderful boys. In our free time we enjoy spending time with family, traveling, fishing, and watching the Tampa Bay Lightning.
Series 65, Series 66
Odessa, FL
William D Hughes
Series 65
Tampa, FL
AURE Investments
Series 63, Series 65
Safety Harbor, FL
Reynolds Capital Management, Inc.
Series 63, Series 65
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RetireSharp Wealth Management, LLC
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