Reshell Smith
Reshell Smith is a CFP-designated registered investment advisor at Ames Financial Solutions, LLC, based in Ocoee, FL, with 21 years of industry experience. Reshell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Retirement Planning, Tax Planning. Their firm serves 217 clients with $6.5M 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 | 1.00% |
Includes a 0.80% fee for AMES and a 0.20% platform fee. Fees are negotiable.
Fee Estimator
Location
Ocoee, FL
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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 →Other Business ActivitiesSells Insurance
Reshell is the author of two books on women's financial independence and the owner of the "She's So Wealthy" podcast. Reshell is also a licensed insurance agent, and these activities take a few hours per week.
Employment History
Current Registrations
Ames Financial Solutions, LLC
Previous Registrations
Ames Financial Solutions, LLC
Ames Financial Solutions, LLC
Ames Financial Education & Consulting, LLC
Smathers Financial Group, INC.
Charles Schwab & CO., INC.
Schwab Private Client Investment Advisory, INC.
Charles Schwab & CO., INC.
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.