Kyle A. Smith
Investment adviser representative at Superior Planning Wealth Management & Family Office
13 yearsExperience
2 statesRegistered in
$349.6MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Superior Planning Wealth Management and Family OfficeApr 2026 to now
- Superior Planning Financial SolutionsMay 2025 to now
- Self Employed- MusicianApr 2014 to now
- Planmember Securities CorporationJan 2013 to now
- Calpro Financial NetworkApr 2013 to May 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Superior Planning Wealth Management & Family Office
Legal name: Superior Planning, LLC
$349.6MAssets managed
516Clients
13Advisers
1 yearIn 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
- 6131109
- Firm CRD
- 130711