Michael
Smith
Defined Financial Planning LLC
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About this Advisor
Michael Smith is a personal financial specialist based out of Novato, California who has 1 year of relevant experience. Smith is an employee of Defined Financial Planning LLC. Their career trajectory has included roles at Defined Financial Planning, LLC, Annadel Capital, Inc and Defined Financial Planning LLC. Smith can serve investors in California. Defined Financial Planning LLC is an advisory business that has its headquarters in Alameda, CA. The company has just five financial advisors. It has $98 million in assets across its 266 customer accounts, making it one of the smaller financial advisory firms in the country by assets under management. The firm advises one charities and foundations. Of its 266 client accounts, 19% belong to high-net-worth individuals who have more than $1 million in investable assets. Defined Financial Planning LLC provides a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial management vary depending on the type of services. Fee types billed by Defined Financial Planning LLC likely consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Defined Financial Planning LLC Brokerage Details
$98,200,477
5
266
$369,175
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Michael Smith Work History
Michael has been registered as a financial advisor for 1 years.*
Defined Financial Planning, LLC
Defined Financial Planning LLC
Annadel Capital, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michael Smith to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Defined Financial Planning LLC
Alameda, CA
Alameda, CA
Novato, CA
Alameda, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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