Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Smedley Financial Services offers financial planning and consulting services for a negotiable fixed fee between $200 and $2,000, or an hourly rate between $150 and $500, depending on the scope and professional involved. Investment management services are provided on a fee basis, with the firm authorized to buy, sell, and trade securities without prior consultation. The firm also publishes a financial research newsletter.
Areas of Practice
Advisor Information
Office location
102 S. 200 E., Suite 100, Salt Lake City, UT, 84111
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Sharla is an insurance agent with Smedley Financial Services since 1994, providing life, health, and variable contract insurance solutions, dedicating minimal time to this. Sharla is also the President and Advisor Representative for Smedley Financial Services, Inc., an independent RIA, spending nearly full-time on this role.