Stuart Vick Smith
Investment adviser representative at Creative Planning
23 yearsExperience
1 stateRegistered in
PFSDesignation
$295.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
23 years in the industry.
- Creative Planning, LLCApr 2024 to now
- Ml & R Welath Management LLCJan 2010 to Jun 2017
- Maxwell Locke & Ritter LLPJan 2006 to Mar 2024
- Ml & R Wealth Management LLCFeb 2003 to Mar 2024
Designations
- PFS
Exams passed
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 1 state (TX).
Creative Planning
Legal name: Creative Planning, LLC
$295.6BAssets managed
100,298Clients
1,151Advisers
43 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4897500
- Firm CRD
- 105348