Scott Smith
Scott Smith is a CFP-designated registered investment advisor at Lifecycle Financial Planners INC., based in Bloomfield Hills, MI, with 10 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Business Owners, Charitable Giving, Education Planning, and 8 more. Their firm serves 171 clients with $670M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Lifecycle Financial Planners provides ongoing investment management as part of their comprehensive retainer programs, which range from $10,000 to $200,000 per year depending on the complexity of your situation, net assets, and income. There are no separate asset-based percentage fees for investment management; instead, investment management is bundled into your annual retainer fee.
Contact
Scott Smith
Location
40950 Woodward Avenue, Suite 140, Bloomfield Hills, MI, 48304
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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.
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Scott provides consulting advice to other fee-only financial planners, dedicating about 10% of his time to this activity. He is also an investment adviser representative with another firm and the Principal and Senior Advisor for Olympia Ridge, LLC, a Registered Investment Advisory firm.
Employment History
Current Registrations
Lifecycle Financial Planners INC.
Previous Registrations
Olympia Ridge, LLC
State Registrations1 state
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
Additional Information
Scott is a CERTIFIED FINANCIAL PLANNER™ practitioner. Scott believes that finances should function within each client’s unique situation and does not believe you can give all clients the same cookie cutter advice. When not working you will find Scott spending time with his family traveling, reading military history, or at a car show.
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