Craig Schmith Financial Planning LLC
Craig Schmith Financial Planning LLC (CRD# 117702) is a financial advisory firm headquartered in , . They manage $6,300,000 in 13 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Craig Schmith Financial Planning LLC
By the Numbers
-
Total Assets Under Management6MILLION
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Total Number of Accounts13ACCOUNTS
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Average Account Value$484,615
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, NC
Financial Advisors at Craig Schmith Financial Planning LLC
No Advisor Found.
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