Smith Financial LLC is a registered investment advisor located in Ocala, Florida, founded by Terry Smith in 2026. The firm specializes exclusively in financial planning and educational seminars for individuals, families, and small businesses. Smith Financial does not manage investment portfolios, hold client funds, or make trades on behalf of clients. Instead, the firm helps clients analyze their cash flow, evaluate risk tolerance, project retirement income, and plan for education and insurance needs. Clients retain full control over their own accounts and implement any recommendations through a broker-dealer of their choice, such as Vanguard.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
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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