Smp Financial Planning, LLC
● SEC registered since 2025CRD 315300SEC# 801-134873
Reg. AUM
$64.4M
Employees
2
Accounts
78
Location
—
Smp Financial Planning, LLC assets under management
Smp Financial Planning, LLC is an SEC-registered investment adviser. The firm has been registered since 2025. It reports $64.4 million in regulatory assets under management and employs 2 people.
Smp Financial Planning, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Mitchell Rene Poirier Control | Co-Founder, Chief Compliance Officer | 50-75% | 2023 |
| Scott Alan Marx Control | Co-Founder | 50-75% | 2022 |
Frequently asked questions
How much does Smp Financial Planning, LLC manage?
Smp Financial Planning, LLC reports $64.4 million in regulatory assets under management on its Form ADV.
How many employees does Smp Financial Planning, LLC have?
Smp Financial Planning, LLC reports 2 employees.
Does Smp Financial Planning, LLC disclose fund performance?
Smp Financial Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | (202) 450-0784 |
| Office hours | 09:00 a.m. To 04:00p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$64.4MNo change
Nov '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 95%
Larger than 5% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$64.4Mregulatory AUM
Discretionary $64.4M