Smartplan Investing

Smartplan Investing is a fee-only investment adviser registered with the securities regulators of Florida, Georgia, with its main office in Juno Beach, Florida. On its latest Form ADV, filed March 30, 2026, it reports 249 individual clients and 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.

Key facts from Form ADV

Registration	State-registered: Florida, Georgia
Firm CRD number	141977
Office	14255 US Highway 1 Suite 240 Juno Beach, FL 33408
Phone	(561) 744-9516
Website	www.smartplaninvesting.com
Regulatory assets under management	Not reported
Individual clients	249 non-high-net-worth, 0 high-net-worth
Financial planning clients	1-10
How it charges	Other
Services	Financial planning, Educational seminars
Employees	4
Disciplinary disclosures	None reported
Latest Form ADV filing	March 30, 2026

Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.

What this means for you

• Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
• It provides financial planning services, not only portfolio management.
• It reports no disciplinary history on Form ADV.

Before you hire any adviser

Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.

Other fee-only advisers in Juno Beach

• Stillwater Wealth Management Group LLC $207M

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