SMART MONEY GROUP, LLC

106 South Seaman
Eastland, Texas 76448
Tel: 254-629-3866

About SMART MONEY GROUP, LLC

SMART MONEY GROUP, LLC, formally registered with the SEC as SMART MONEY GROUP, LLC. The firm was established in 06/30/2016. They have over 2 offices throughout the country.

SMART MONEY GROUP, LLC is a Eastland, Texas based Financial Planning firm with nearly $286,460,445 assets under management, offering retirement planning & investment advisory services to 1460 clients. The firm is staffed with 21 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	284187
SEC#	801-107979
Assets Managed by Firm	$286,460,445
No. of Clients	1460
No. of Advisors	21

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	1460	$286,460,445
Individuals (other than high net worth individuals)	389	$88,318,510
High net worth individuals	121	$188,019,949
Charitable organizations	26	$10,121,986

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