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Karyn Smith

Smith CFP, Karyn
7 Years of Experience
Normal, IL
View SEC Summary
View SEC Summary

Karyn Smith is a CFP-designated registered investment advisor at Smith CFP, Karyn, based in Normal, IL, with 7 years of industry experience. Karyn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 2 clients with $600K in assets under management.

Smith CFP, Karyn
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
2 clients
Average Client Portfolio
$300K average
Assets Under Management
$600K

Fee Structure

Minimum Investment:$100K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.00%
$500K - $1.0M0.75%
$1M+0.50%

Fees are not negotiable. Subject to a minimum annual fee of $1,000, which can result in an effective rate up to 2.00% for smaller accounts.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1106 Sheridan Road, Normal, IL, 61761

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Karyn is the VP and Treasurer of RK Consulting, an S-Corp offering computer consulting services and tax work since 1998. She also teaches an online class per semester for Olivet College and serves as a Trustee on the Normal Town Council, elected in 2019.

Employment History
Current Registrations
Smith CFP, Karyn
October 2022 - Present · 4 yrs
Previous Registrations
Advanced Financial Strategists INC
January 2007 - December 2008 · 1 yr 11 mos
AXA Advisors, LLC
October 2003 - April 2005 · 1 yr 6 mos
State Registrations1 state
IL
Advisor

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
No exam information available for this advisor.
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