# THE RETIREMENT SMITH LLC

THE RETIREMENT SMITH LLC of FREDERICKSBURG, VA is an SEC-registered investment adviser.

## Registration

- CRD: 312623
- Type: SEC-registered investment adviser
- Location: 541 WILLIAM ST., FREDERICKSBURG, VA, 22401
- Phone: (540) 371-9777
- Latest filing: 2026-05-20
- Regulatory AUM: $18.2M
- Discretionary AUM: $18.2M
- Clients: 2
- Accounts: 113

## Business model

- Compensation: % of AUM, Hourly, Fixed, Other
- Clients served: Individuals, High net worth, Charities

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/312623/brochure
- Similar advisers: https://search.stillhousedata.com/firm/312623/similar
- Related entities: https://search.stillhousedata.com/firm/312623/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/312623

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.