Steven Smartt
Steven Smartt is a registered investment advisor at Smartt Wealth Solutions, LLC, based in Gilbert, AZ, with 28 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Smartt Wealth Solutions acts as a co-advisor with Matson Money. The annual fee may be up to 1% of the assets managed. Matson Money also receives fees of .49% per year. The potential maximum fee in totality is 1.5% annually. The fee is negotiable based on the amount of assets and the Model Portfolio chosen.
Fee Estimator
Location
1166 E Warner Road, Suite 101, Gilbert, AZ, 85296
Get directionsHistory
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
Steven is an insurance broker selling life insurance with various carriers. This activity requires a few hours per week.
Employment History
Current Registrations
Smartt Wealth Solutions, LLC
Previous Registrations
Newport Coast Asset Management
Private Consulting Group, INC.
Lincoln Financial Advisors Corporation
State Registrations2 states
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.