HK
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
10 advisors
Number of Clients
543 clients
Average Client Portfolio
$679K average
Assets Under Management
$368.9M
Fee Structure
Minimum Investment:$50K
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.40% |
| $500K - $1.0M | 1.30% |
| $1M+ | 1.20% |
Specified rate applies only to assets in that tier. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Financial Plan Fee:Up to $50,000
Hourly Rate:Up to $350/hr
For portfolio management, fees are based on a percentage of assets under management, as detailed in the fee schedule. Financial planning and consulting are charged on an hourly basis (up to $350/hour) or a fixed fee basis (up to $50,000), depending on the scope and complexity. Clients are also responsible for fees charged by financial institutions and third-party money managers.
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningEducation PlanningFinancial Planning & CoachingHigh Net Worth
Loading...
Advisor Information
Office location
106 South Seaman, Eastland, TX, 76448
Get directionsRegulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Smart Money Group, LLC
May 2025 - Present · 8 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.