Smith Partners Wealth Management, LLC

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Client assets under management

$182,451,086

Clients

118

52% high-net worth

Advisors

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

$1,546,196

About

Smith Partners Wealth Management provides investment advice, financial planning, and customized financial consulting to individuals, families, businesses, trusts, retirement and profit-sharing plans, and charitable organizations. The firm offers advice across a broad range of instruments, including equities, fixed income, mutual funds, ETFs/ETNs, alternative investments, and certain derivatives.

SPWM constructs separately managed accounts matched to clients’ life stage, time horizon, and risk tolerances, emphasizing low-cost, low-turnover index funds and individual securities while permitting client-directed restrictions. The firm also implements direct-indexing and other customized portfolio techniques (including tax-loss harvesting, ESG-based exclusions, factor tilts, and concentrated position management) and manages held-away retirement accounts through a platform that restricts client access credentials and third-party disbursements.

Distinctive features include a small advisory team that uses an independent outsourced Chief Investment Officer for discretionary portfolio management while retaining firm oversight and fiduciary responsibility. The firm also uses an aggregate-billing algorithm for family accounts, conducts mutual fund share-class analyses and conversions when appropriate, and cites adherence to multiple professional codes of ethics (e.g., NAPFA/FPA guidance and CFP/CFA standards).

Client services

Financial planning Portfolio management

Expertise

Equity Recipients (RS/RSU, SOP, ESPP) Tax-loss harvesting

Occupation focus

Executive Founder/Business Owner

Fee options

Fixed

Agreed-upon flat rates for financial consulting services

Percentage

$0 - $200,000: 1.50% $200,000 - $300,000: 1.00% $1,000,000+: 1.00%

Project-based

$150 to $350 per hour for consulting engagements

Other

Account minimum: $300,000 Minimum fee: $3,000 annual minimum fee Fee-only: Financial planning consulting fees range from $150 to $350 per hour or an agreed-upon flat rate

Main office location

Smith Partners Wealth Management, LLC

128 E Fisher Ave

Greensboro NC 27401-2034, United States

Number of offices

Most active in

Nebraska · North Carolina

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

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.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 336 272 9488

Advisors at this firm

Justin S

CFP®, CFA®

Greensboro, NC

Smith Partners Wealth Management, LLC

Justin Smith is a CFP® and CFA® with 14 years of industry experience. He has been with Smith Partners Wealth Management, LLC since 2005, including its predecessor firm Jonathan Smith & Co. The firm provides investment advice, financial planning, and customized consulting to individuals, families, businesses, trusts, retirement and profit-sharing plans, and charitable organizations. Smith Partners Wealth Management constructs separately managed accounts tailored to clients’ life stages and risk tolerances, using a range of investment vehicles and tax-aware strategies, and engages an independent Outsourced Chief Investment Officer to assist with portfolio management while retaining supervisory responsibility.

Equity Recipients (RS/RSU, SOP, ESPP) Tax-loss harvesting Executive Founder/Business Owner

Jonathan S

Series 65

Greensboro, NC

Smith Partners Wealth Management, LLC

Jonathan Smith is a financial advisor at Smith Partners Wealth Management, LLC in Greensboro, NC, holding a Series 65 designation with 13 years of industry experience. He has been with the firm since 1988, including its previous iteration as Jonathan Smith & Co. LLC. Smith Partners Wealth Management provides investment advice, financial planning, and customized consulting to individuals, families, businesses, trusts, retirement and profit-sharing plans, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, utilizing separately managed accounts tailored to clients’ life stages and risk tolerances, with a focus on low-cost index funds, ETFs, and tax-aware strategies.

Equity Recipients (RS/RSU, SOP, ESPP) Tax-loss harvesting Executive Founder/Business Owner

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