A complete list of active advisors currently associated with SmartCourse Advisory, LLC

Warmer can help you find a great advisor at SmartCourse Advisory, LLC or one who fits your needs even better.

SmartCourse Advisory is a state-registered investment adviser that offers financial planning and consulting services to individual clients rather than managing client investment accounts. Its work centers on creating comprehensive plans that address cash flow, net worth, tax liabilities, asset allocation, retirement and estate planning. The firm develops tailored strategies using cash‑flow analysis, investment planning, risk management, and tax and estate considerations, and delivers completed plans generally within 30 days with updates available on request. Clients receive an upfront estimate and the firm bills for planning on an hourly basis, with multiple payment methods accepted and no required prepayment of fees. Notably for a firm classified as an investment manager, SmartCourse uses hourly billing and does not charge percentage‑of‑assets‑under‑management fees, and it reports that it does not manage pooled or discretionary client assets. The firm’s principal maintains several outside businesses (including research/software consultancy, media/herbal products, and AI consulting) and allocates roughly 48% of their time to those activities, which the firm discloses and says will not create crossover client conflicts.

To learn more about the advisors currently working at SmartCourse Advisory, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.