SMP FINANCIAL PLANNING, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $64.4M |
| Discretionary | $64.4M100% of AUM |
| Client Accounts | 78 |
| Avg Account Size | $825K |
| Employees | 2 |
| Peak AUM | $64.4MNov 2025 |
| AUM CAGR | +131.5% /yrover 4 yrs · 7 filings |
AUM by Client Type
Total AUM
$64M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $64M | 0.0% | +117.2% | +131.5% | |
| Discretionary AUM | $64M | ||||
Key Metrics
| Total AUM | $64.4M |
| Discretionary | $64.4M |
| Employees | 2 |
| Client Accounts | 78 |
| Client Range | 1-10 |
Contact & Location
Phone
(202) 450-0784
Filing History
7 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$64M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported