Smartx Advisory Solutions
West Palm Beach, FL·SEC-registered · CRD #297680
Smartx Advisory Solutions is an SEC-registered investment advisory firm in West Palm Beach, FL managing $27B across 61 client accounts, with 2 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$27B
Client accounts
61
Advisory staff
2
Fee model
Fee-only
How Smartx Advisory Solutions is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Smartx Advisory Solutions
How much does Smartx Advisory Solutions manage?
Per its most recent SEC Form ADV filing (03/31/2026), Smartx Advisory Solutions reports $27B in regulatory assets under management across roughly 61 client accounts.
How does Smartx Advisory Solutions charge?
Smartx Advisory Solutions is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Smartx Advisory Solutions a fiduciary?
Yes. Smartx Advisory Solutions is registered with the U.S. Securities and Exchange Commission (CRD #297680), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Smartx Advisory Solutions taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Smartx Advisory Solutions and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Smartx Advisory Solutions's public SEC Form ADV filing (CRD #297680, filed 03/31/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Smartx Advisory Solutions. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Smartx Advisory Solutions? Claim this profile.