Smith Capital Management, LLC fees and pricing
Financial planner in Loveland, Ohio. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 30, 2026, Smith Capital Management, LLC charges a flat or project fee of $200-$2,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $200-$2,000
“Written financial planning fees range from $200 to $2,000, depending on the complexity of your financial situation.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Smith Capital Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The negotiable hourly fee is up to $150/hour and is paid after the consultations.”
- “Hourly fees are billed at the end of the month they were incurred.”
- “For written financial plans, half the fee is payable in advance, the rest upon presentation of the plan.”
How Smith Capital Management, LLC’s fees compare
- Its flat or project fee of $200-$2,000 is below the Ohio median of $3,250. 17% of the 199 other Ohio planners that publish a flat or project fee charge less.
- None of the 2 other planners in Loveland that publish a flat or project fee charge less.
About Smith Capital Management, LLC
“Description of advisory services we offer SCM has always been a small firm specializing in financial planning and managing client portfolios.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2009 (17 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2% a year
- Clients
- 50
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $9,500,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 149968
- Phone
- (513) 774-9125
Other planners in Loveland that publish fees
- Bellwether Investment Services LLCLoveland$50/hr
- Faith Financial Advisors, Inc.Loveland$385/hr, $7,500
- Infinity Wealth Counsel, LLCLoveland$300/hr, $2,500-$4,000
- Tetelestai CapitalLoveland$200/hr, $40/mo
- TMT Investment AdviserLoveland$200/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.