Todd Smith, CFP® Level 5 Financial

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About Todd Smith, CFP®

Hi, I am Todd Smith, CFP the founding member and President of Level 5 Financial. I am a Certified Financial PlannerTM and coach who has been working with business owners, families and retirees from all walks of life since 1997. I enjoy creating expert financial solutions for challenging financial problems and have been fortunate enough to have both solid Corporate experience in addition to working for small, closely held business and running my own firm. My expertise has been built on my experiences ranging from a Corporate trainer, large 401(k) administrator, and financial planner. This varied background not only enables me to relate to young(ish) professionals, business owners, and retirees – chances are I have been there or seen it! – but also provides broad problem solving capabilities when it comes to helping clients achieve the financial goals they hold most dear.

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Ideal Clients

  • Business Owners
  • Gen X
  • Medical Professionals
  • Retirement Planning

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly Fee: $250+/mth + $600+ upfront fee
  • Flat Fee: $600+
  • Hourly Fee: $250+/hr
  • AUM: 0.80%

 

SEC Records

States Registered

  • Colorado
  • Texas

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