Quintin Smith is a registered investment advisor at Canvas Retirement Planning LLC, based in Omaha, NE, with 3 years of industry experience. Quintin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees are negotiable at the adviser's discretion.
Fee Estimator
Location
Omaha, NE
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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 Activities
Quintin works as a tax accountant at Schleisman Onken & Associates PC, dedicating about 20% of his time. Quintin also owns Canvas Tax, spending about 10% of his time on this activity.
Employment History
Current Registrations
Canvas Retirement Planning LLC
State Registrations1 state
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