THE RETIREMENT SMITH LLC

THE RETIREMENT SMITH LLC of FREDERICKSBURG, VA is an SEC-registered investment adviser (CRD 312623). Regulatory assets under management: $18.2M.

Registration

• CRD: 312623
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 312623 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search