Smith & Howard Wealth Management, LLC

Smith & Howard Wealth Management, LLC (CRD# 109540) is a financial advisory firm headquartered in Atlanta, GA. They manage $534,919,392 in 672 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    535
    MILLION
  • Total Number of Accounts
    672
    ACCOUNTS
  • Average Account Value
    $796,011
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • 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.

FL, GA, NC, SC, TX

Financial Advisors at Smith & Howard Wealth Management, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Bradley D. Swinsburg
CRD#: 3100975
271 17th Street Nw, Suite 1600, Atlanta, GA 30363
96
Wealthminder
score

Bradley Swinsburg (CRD# 3100975) is an Investment Advisor Representative working at Smith & Howard Wealth Management, LLC in Atlanta, GA and has over 19 years of experience in the finance industry.

2
Robert L. Kaercher
CRD#: 1952599
271 17th Street Nw, Suite 1600, Atlanta, GA 30363
93
Wealthminder
score

Robert Kaercher (CRD# 1952599) is an Investment Advisor Representative working at Smith & Howard Wealth Management, LLC in Atlanta, GA and has over 17 years of experience in the finance industry.

3
Timothy F. Agnew
CRD#: 4368749
271 17th Street Nw, Suite 1600, Atlanta, GA 30363
90
Wealthminder
score

Timothy Agnew (CRD# 4368749) is an Investment Advisor Representative working at Smith & Howard Wealth Management, LLC in Atlanta, GA and has 1 year of experience in the finance industry. Timothy Agnew 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
Valerie J. Nichols
CRD#: 6653679
271 17th Street Nw, Suite 1600, Atlanta, GA 30363
90
Wealthminder
score

Valerie Nichols (CRD# 6653679) is an Investment Advisor Representative working at Smith & Howard Wealth Management, LLC in Atlanta, GA and has 1 year of experience in the finance industry.

5
Lauren A. Starks
CRD#: 6773214
Easley, SC
90
Wealthminder
score

Lauren Starks (CRD# 6773214) is an Investment Advisor Representative working at Smith & Howard Wealth Management, LLC in Easley, SC and has 1 year of experience in the finance industry. Lauren Starks 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
Cecil P. Staton
CRD#: 6794724
271 17th Street Nw, Suite 1600, Atlanta, GA 30363
90
Wealthminder
score

Cecil Staton (CRD# 6794724) is an Investment Advisor Representative working at Smith & Howard Wealth Management, LLC in Atlanta, GA and has 1 year of experience in the finance industry. Cecil Staton 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.