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THE RETIREMENT SMITH LLC
CRD 312623
541 WILLIAM ST., SUITE B, FREDERICKSBURG, VA, 22401, United States
Phone
(540) 371-9777
Fax
(540) 371-4322
Registration
— (—)
Source
State registered
Total AUM
$18.2M
Discretionary AUM
$18.2M
Team
2 total employees; 2 advisory reps; 155 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; REFFERAL FEES
Org form
Limited Liability Company
Filing date
2026-05-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 62 | $14.7M |
| High net worth individuals | 2 | $3.5M |
All web addresses on file
Official SEC filing: View on IAPD