Lisette Smith
Lisette Smith is a CFP-designated registered investment advisor at The Advisory Group of San Francisco, LLC, based in Scituate, MA, with 19 years of industry experience. Lisette operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 5 more. Their firm serves 140 clients with $810M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.10% |
Effective annual fee typically ranges from 0.35% to 1.10% of assets under management. Specific programs like WealthStep charge 0.85%.
Fee Estimator
Location
Scituate, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
The Advisory Group of San Francisco, LLC
Previous Registrations
Garnet Group LLC
Smith Rapacz, LLC
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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