Smith Financial Advisors Inc.

Smith Financial Advisors Inc. (CRD# 138989) is a financial advisory firm headquartered in Wheaton, IL. They manage $11,800,000 in 49 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    49
    ACCOUNTS
  • Average Account Value
    $240,816
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
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.

IL

Financial Advisors at Smith Financial Advisors Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Mark R. Smith
CRD#: 2699479
1755 South Naperville Road, Suite 100, Wheaton, IL 60187
93
Wealthminder
score

Mark Smith (CRD# 2699479) is an Investment Advisor Representative working at Smith Financial Advisors Inc. in Wheaton, IL and has over 20 years of experience in the finance industry.

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