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- Custodian
- Charles Schwab & Company ยท Tiaa
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-11-2021
- Office Locations
- 2
Office Locations
About SMP Financial Planning, LLC
SMP Financial Planning is a boutique RIA providing collaborative financial planning and discretionary investment management, from data gathering through plan creation, implementation, and ongoing monitoring. Based in New York, it supports individuals and business owners with retirement, estate and charitable planning, and builds diversified portfolios primarily with ETFs and mutual funds; custody includes Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
SCOTT ALAN MARX
Co-founder
- CRD
- #2815038
- Ownership
- 50% but less than 75%
MITCHELL RENE POIRIER
Chief Compliance Officer, Co-founder, Financial Planner
- CRD
- #6238325
- Ownership
- 50% but less than 75%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $64,387,095 | $825,476 |
| Non-Discretionary | $0 | -- |
| Total | $64,387,095 | $825,476 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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