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- Custodian
- Betterment ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 04-21-2015
- Office Locations
- 1
Office Locations
About Ames Financial Solutions, LLC
AMES Financial Solutions is a virtual, CFP-led planning firm run 1:1 by Reshell Smith. The practice partners with women navigating divorce, first-generation wealth builders, and C-suite executives, delivering cash-flow and debt strategy alongside investment/portfolio, retirement, college and insurance planning with ongoing monitoring. Portfolios are primarily ETF-based (SMA) and can be custodied at Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 227 clients, or 227 clients per representative. That equates to $28.7K in reported AUM per client.
The profile lists 1 reported office location and 11 years in operation. The source data was last updated on February 4, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Ames Financial Solutions, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
RESHELL SHONTA SMITH MISS
Chief Compliance Officer, President
- CRD
- #2957901
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,512,004 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,512,004 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Ames Financial Solutions, LLC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.