SMP Financial Planning, LLC

Updated today

Find your advisor

Client assets under management

$62,787,095

Clients

88% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Low

Average account size

$1,460,165

About

SMP Financial Planning, LLC provides wealth management and stand‑alone financial planning to individuals, high‑net‑worth clients, trusts, estates and employer‑sponsored 401(k) plans. The firm delivers discretionary portfolio management alongside consulting services such as retirement planning, investment analysis and budgeting.

Portfolios are built from ETFs, mutual funds, individual stocks and bonds and are generally long‑term oriented, though the advisor may transact more actively when client objectives or market conditions warrant. SMP uses a mix of fundamental and technical analysis and tailors allocations to each client’s goals, risk tolerance and legacy or tax considerations.

The firm manages approximately $64 million exclusively on a discretionary basis for a relatively small client base, implying larger average relationships than many peers in this size cohort. SMP operates with a two‑advisor team across two offices, offers flexible fixed‑fee or hourly planning engagements in addition to AUM billing, and maintains institutional relationships with Charles Schwab and TIAA that provide research, technology and other non‑monetary benefits which could influence custodian recommendations.

Client services

Financial planning Portfolio management

Expertise

General retirement planning Cash flow / budgeting

Fee options

Fixed

Fixed fees for longer-term consulting projects range from $1,000 to $10,000 per project, based on estimated time of completion.

Percentage

$0 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.85% annually $2,000,001 - $5,000,000: 0.75% annually $5,000,001 - $10,000,000: 0.50% annually $10,000,001+: 0.40% annually

Project-based

$150 to $500 per hour, depending on negotiation with Client.

Other

Account minimum: No minimum relationship size Fee-only: Hourly fees range from $150 to $500 per hour, negotiated with Client; Fixed fees range from $1,000 to $10,000 per project.

Main office location

SMP Financial Planning, LLC

New York NY, United States

Number of offices

Most active in

District of Columbia · Maryland · New York · Virginia

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

LinkedIn Website (202) 450-0784

Advisors at this firm

Mitchell P

Series 66

New York, NY

SMP Financial Planning, LLC

Mitchell Poirier is a financial advisor at SMP Financial Planning, LLC in New York, NY, holding a Series 66 designation with 12 years of industry experience. His prior roles include positions at Novare Capital Management, LLC and TIAA-CREF Individual & Institutional Services, LLC. SMP Financial Planning, LLC provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored 401(k) plans. The firm offers discretionary portfolio management and consulting services, utilizing a mix of fundamental and technical analysis to tailor portfolios according to client goals and risk tolerance.

General retirement planning Cash flow / budgeting

Scott M

CFP®, Series 63, Series 66

Falls Church, VA

SMP Financial Planning, LLC

Scott Marx is a CFP® professional with 27 years of industry experience. He has worked at TIAA-CREF from 2010 to 2022 before joining SMP Financial Planning, LLC in 2022. Marx holds Series 63 and Series 66 licenses and is based in Falls Church, VA. SMP Financial Planning, LLC provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored 401(k) plans. The firm offers discretionary portfolio management and consulting services, utilizing a mix of fundamental and technical analysis tailored to client goals and risk tolerance.

General retirement planning Cash flow / budgeting

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may—or may not—fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend—and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction—we're here to make sure the relationship works for you—and if not, to navigate next steps with clarity.

Our ongoing support