Smith Securities LLC fees and pricing
Financial planner in Covington, Louisiana. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 2, 2026, Smith Securities LLC charges a flat or project fee of $500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 2, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $500
“Clients will pay a one-time (non-recurring) fixed fee of $500 for the MRI service.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Smith Securities LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Matson collects an advisory fee in advance of every quarter (i.e. at the beginning of January, April, July, and October) directly from the clients' account.”
- “This fee is negotiable and is charged to all prospective clients unless reduced or waived in SSL’s sole discretion.”
- “Hourly charges are estimated in advance and are payable in arrears, although a portion of which may be billed in advance (but not more than six months in advance.).”
How Smith Securities LLC’s fees compare
- Its flat or project fee of $500 is below the Louisiana median of $3,250. 3% of the 40 other Louisiana planners that publish a flat or project fee charge less.
- None of the 2 other planners in Covington that publish a flat or project fee charge less.
About Smith Securities LLC
- Firm size: 3 employees.
- Registered as an adviser: 2017 (9 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2% a year
- Employees
- 3
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, selecting other advisers, educational seminars and workshops, and other services
- Assets managed
- $2
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 288886
- Phone
- (985) 273-0454
Other planners in Covington that publish fees
- Advocacy Financial LLCCovington$250/hr, $1,000-$10,000
- Beam Wealth Advisors, Inc.Covington$100-$400/hr, $600-$15,000
- A.b. Ridgeway Wealth Management LLCLafayette$1,000-$2,500, $97-$833/mo
- Adkins Seale Capital Management LLCShreveport$250-$500/hr, $1,500-$5,500
- Argent Advisors, Inc.Ruston$150/hr, $1,000-$5,000
- Avant Capital, LLCLafayette$200/hr, $1,500
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.