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SMART CHOICE FINANCIAL PLANNING, INC.

CRD 140207

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

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United States

Registration

— (—)

Source

State registered

Total AUM

$96.0M

Discretionary AUM

$0

Team

1 total employees; 1 advisory reps; 2 broker-dealer reps

Clients

1-10

Fees

Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-01-12

Disciplinary history

No

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Services

Financial planningPortfolio management (individuals)BUILD NEW PORTFOLIOS, MONITOR PORTFOLIOS AND PERFORM RE-BALANCING AND RE-ALLOCATION

Client types

TypeClientsAUM
Individuals80$96.0M

All web addresses on file

Official SEC filing: View on IAPD