CRD: 306937
Smart Money Financial Advisors, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-01-2020
- Office Locations
- 1
Office Locations
About Smart Money Financial Advisors, LLC
Smart Money Financial Advisors, LLC is a Michigan-based RIA led by CFP Reno Frazzitta focused on Baby Boomers and retirees. The team delivers retirement-centered planning—income strategy, tax efficiency, and risk management with attention to sequence-of-returns. Portfolios are largely ETF-based, and the firm uses education tools like a Retirement Readiness Scorecard and an annuity buyer’s guide; custody includes Charles Schwab.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Nicole Ann Andridge
Chief Compliance Officer, Financial Advisor
- CRD
- --
- Ownership
- Less than 5%
Reno JOHN Frazzitta
Financial Advisor, General Partner, Managing Member
- CRD
- #2501722
- Ownership
- Less than 5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $80,159,937 | -- |
| Non-Discretionary | $0 | -- |
| Total | $80,159,937 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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