Fee Disclosure Document
SmartAsset Advisors LLC (“SmartAsset”) is pleased to introduce you to the financial advisors presented on your results page, each of whom is registered, as a fiduciary, with a regulatory body in the United States (the "Advisors"). A description of the services provided, fees charged, and other important disclosures is included in each Advisor’s disclosure brochure ("Brochure"), which is provided on the results page. Disclosure regarding SmartAsset's relationship with the Advisors, including information about compensation paid to SmartAsset and related conflicts of interests, ("Referral Disclosure") is also displayed on the results page. You are encouraged to read both documents carefully before hiring an Advisor.
SmartAsset has entered into a written agreement with each Advisor under which SmartAsset refers potential clients to the Advisor in exchange for a referral fee. The referral fees are paid by each Advisor to whom you are matched, regardless of whether you become a client of any of the Advisors. The amount of the referral fees is determined between each Advisor and SmartAsset. In some cases, SmartAsset will receive a portion of the ongoing fees that an advisor charges you. However, no portion of the referral fees paid to SmartAsset will be charged to you, and the fees you pay an Advisor will not be increased as a result of this arrangement. For more information, please view your matched Advisor’s Brochures and Referral Disclosures, available here.
In general, the Advisors are not affiliated with SmartAsset. However, certain Advisors to whom SmartAsset makes referrals are affiliated with Focus Financial Partners, which is a minority investor in SmartAsset’s parent company. Advisors affiliated with Focus Financial Partners participate in the SmartAsset referral program on the same terms as other Advisors, and are not given preferential treatment by SmartAsset’s matching algorithm.
Your acknowledgement of receipt of (1) this disclosure, (2) the Brochure and Referral Disclosure of each Advisor to whom you are matched, and (3) SmartAsset’s Form ADV Part 2A and Form CRS will be electronically recorded by SmartAsset, and may be provided to each matched Advisor for purposes of complying with SEC regulations
Should you have any questions about this disclosure, please contact SmartAsset or any of the Advisors to whom you have been matched. You may also print or save a copy of this disclosure for your records.
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