SMART CHOICE FINANCIAL PLANNING, INC.

SMART CHOICE FINANCIAL PLANNING, INC. is an SEC-registered investment adviser (CRD 140207). Regulatory assets under management: $96.0M.

Registration

• CRD: 140207
• Type: Registered investment adviser
• Phone: 219-682-7544
• Latest filing: 2026-01-12
• Regulatory AUM: $96.0M
• Non-discretionary AUM: $96.0M
• Clients: 1
• Accounts: 80

Business model

Compensation: Hourly, Fixed.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 140207 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search