Jason Smith is a CFP-designated registered investment advisor at Creative Planning, based in Omaha, NE, with 30 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 84,858 clients with $220B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1101 advisors
Number of Clients
84,858 clients
Average Client Portfolio
$2.6M average
Assets Under Management
$217.4B
Fee Structure
Minimum Investment:$30K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.70% |
| $25.0M - $50.0M | 0.40% |
| $50.0M - $100.0M | 0.30% |
| $100M+ | 0.25% |
Fees and how they are charged are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
12925 W Dodge Rd., Omaha, NE, 68154
Get directionsHistory
Regulatory History (3)
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Customer Dispute
July 2016Withdrawn
Employment Separation After Allegations
August 1990Criminal
June 1990Final Disposition
Employment History
Current Registrations
Creative Planning
December 2021 - Present · 4 yrs 5 mos
Previous Registrations
Lockton Investment Advisors, LLC
February 2018 - December 2021 · 3 yrs 10 mos
Lockton Investment Securities, LLCBroker
January 2018 - December 2021 · 3 yrs 11 mos
Sageview Advisory Group, LLC
December 2010 - February 2018 · 7 yrs 2 mos
Multi-Financial Securities Corporation
June 2006 - November 2010 · 4 yrs 5 mos
Cetera Advisors LLCBroker
June 2006 - February 2018 · 11 yrs 8 mos
Royal Alliance Associates, INC.
March 2002 - June 2006 · 4 yrs 3 mos
Royal Alliance Associates, INC.Broker
June 2001 - June 2006 · 5 yrs
Vestax Securities CorporationBroker
February 1998 - June 2001 · 3 yrs 4 mos
Royal Alliance Associates, INC.Broker
June 1996 - January 1998 · 1 yr 7 mos
Smith Hayes Financial Services CorporationBroker
June 1995 - June 1996 · 1 yr
State Registrations2 states
NETX
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.