Todd
Smallwood
Sugarloaf Wealth Management, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Todd Smallwood is a financial advisor operating in Duluth, Georgia with 1 year of relevant experience. Smallwood is on the advisory team at Sugarloaf Wealth Management, LLC. Over the course of their career, Smallwood has held roles at Gray And Company, Lucena Research, Inc, Clearview Group LLC, Triad Advisors, Lindner Capital Advisors, Inc and Sugarloaf Wealth Management. Smallwood holds Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to operate in Georgia. Sugarloaf Wealth Management, LLC is a firm operating out of Duluth, GA. It has a total of 14 advisors. It controls $511 million in assets among its 1,421 customer accounts, placing it among the bigger firms in the nation by assets under management. The firm serves four charitable organizations. Of its 1,421 accounts, 34% are associated with high-net-worth individuals who have at least $1 million in investable assets. Sugarloaf Wealth Management, LLC provides a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors depend on the financial services provided. However, fees charged by Sugarloaf Wealth Management, LLC may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Sugarloaf Wealth Management, LLC Brokerage Details
$510,924,669
14
1,421
$359,553
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Todd Smallwood Work History
Todd has been registered as a financial advisor for 1 years.*
Triad Advisors
Sugarloaf Wealth Management
Triad Advisors
Lindner Capital Advisors, Inc
Lucena Research, Inc
Clearview Group LLC
Gray And Company
*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 Todd Smallwood 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 Sugarloaf Wealth Management, LLC
Duluth, GA
Duluth, GA
Watkinsville, GA
Watkinsville, GA
Watkinsville, GA
Duluth, GA
Watkinsville, GA
Duluth, GA
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
