RF
CFP
RF
CFP

Reno Frazzitta

13 Years of Experience
Sterling Heights, MI
Sells Insurance

Reno Frazzitta is a CFP-designated registered investment advisor at Smart Money Financial Advisors, LLC, based in Sterling Heights, MI, with 13 years of industry experience. Reno operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 145 clients with $80M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
145 clients
Average Client Portfolio
$553K average
Assets Under Management
$80.2M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.00%
$500K - $1.0M0.90%
$1.0M - $2.0M0.80%
$2M+0.75%

Fees are negotiable.

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

12900 Hall Rd. Ste. 250, Sterling Heights, MI, 48313

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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 ActivitiesSells Insurance

Reno has several outside business activities, including selling fixed, health, and casualty insurance products since 2005. He also serves as Chapter President of the American Financial Education Alliance and is a Managing Member/Founder of Retirement Learning Academy, LLC, and a Managing Member/Licensed Health and Life Insurance Agent for Smart Money Financial Advisors LLC, spending about a quarter of his time on the latter.

Employment History
Current Registrations
Smart Money Financial Advisors, LLC
January 2020 - Present · 6 yrs 4 mos
Previous Registrations
Prosperity Capital Advisors
November 2015 - April 2020 · 4 yrs 5 mos
Corecap Advisors
August 2014 - November 2015 · 1 yr 3 mos
Redhawk Wealth Advisors, INC.
July 2012 - February 2014 · 1 yr 7 mos
State Registrations1 state
MI
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.