SMP FINANCIAL PLANNING, LLC
SEC Form ADV profile.
Total regulatory AUM
$78,289,709
Discretionary
$77,662,363
Non-discretionary
$627,346
Firm details
- CRD number
- 315300
- SEC file number
- 801-134873
- Employees
- 2
- SEC status
- Approved
- Website
- https://smpfinancialplanning.com
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.