Terry Smith is a registered investment advisor at Smith Financial LLC, based in Ocala, FL. Terry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning.
Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only
Fee Structure
- Financial planning engagement — Flat fee of $150 per project, payable at the conclusion of the meeting. Additional hourly fees of $25 per hour may apply if the project requires more than six hours of work.
- Educational seminars — Free for anyone who attends.
One-Time Plan:$150
Hourly Rate:$25/hr
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Location
4524 SE 33rd Pl, Ocala, FL, 34480
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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.
Learn about disclosures →Employment History
Current Registrations
Smith Financial LLC
May 2026 - Present · 5 mos
State Registrations1 state
FL
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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