Smart Money Group, LLC

Smart Money Group, LLC (CRD# 284187) is a financial advisory firm headquartered in Eastland, TX. They manage $200,862,701 in 2,037 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    201
    MILLION
  • Total Number of Accounts
    2,037
    ACCOUNTS
  • Average Account Value
    $98,607
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, MD, MT, NM, OH, OK, TX, WA

Financial Advisors at Smart Money Group, LLC
Showing 1 - 9 of 9 top financial advisors.
1
Blake V. Barnett
CRD#: 5713662
106 South Seaman, Eastland, TX 76448
96
Wealthminder
score

Blake Barnett (CRD# 5713662) is an Investment Advisor Representative working at Smart Money Group, LLC in Eastland, TX and has over 8 years of experience in the finance industry. Blake Barnett has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Bradley D. Foos
CRD#: 2109076
106 South Seaman, Eastland, TX 76448
96
Wealthminder
score

Bradley Foos (CRD# 2109076) is an Investment Advisor Representative working at Smart Money Group, LLC in Eastland, TX and has over 22 years of experience in the finance industry.

3
Steven D. Kaestner
CRD#: 2844064
106 South Seaman, Eastland, TX 76448
96
Wealthminder
score

Steven Kaestner (CRD# 2844064) is an Investment Advisor Representative working at Smart Money Group, LLC in Eastland, TX and has over 21 years of experience in the finance industry. Steven Kaestner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Aaron N. Kennedy
CRD#: 4131425
106 South Seaman, Eastland, TX 76448
96
Wealthminder
score

Aaron Kennedy (CRD# 4131425) is an Investment Advisor Representative working at Smart Money Group, LLC in Eastland, TX and has over 18 years of experience in the finance industry. Aaron Kennedy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Sean T. O'reilly
CRD#: 3241237
106 South Seaman, Eastland, TX 76448
96
Wealthminder
score

Sean O'reilly (CRD# 3241237) is an Investment Advisor Representative working at Smart Money Group, LLC in Eastland, TX and has over 13 years of experience in the finance industry. Sean O'reilly has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Angela N. Robinson
CRD#: 5240601
106 South Seaman, Eastland, TX 76448
93
Wealthminder
score

Angela Robinson (CRD# 5240601) is an Investment Advisor Representative working at Smart Money Group, LLC in Eastland, TX and has over 11 years of experience in the finance industry.

7
Matthew S. Ervin
CRD#: 6458262
106 South Seaman, Eastland, TX 76448
89
Wealthminder
score

Matthew Ervin (CRD# 6458262) is an Investment Advisor Representative working at Smart Money Group, LLC in Eastland, TX and has over 2 years of experience in the finance industry.

8
Jamie L. Taylor
CRD#: 6120616
106 South Seaman, Eastland, TX 76448
88
Wealthminder
score

Jamie Taylor (CRD# 6120616) is an Investment Advisor Representative working at Smart Money Group, LLC in Eastland, TX and has over 2 years of experience in the finance industry.

9
James R. Kennedy
CRD#: 1961588
106 South Seaman, Eastland, TX 76448
83
Wealthminder
score

James Kennedy (CRD# 1961588) is an Investment Advisor Representative working at Smart Money Group, LLC in Eastland, TX and has over 28 years of experience in the finance industry.

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