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Chad Matthew Smith

S & P FINANCIAL, INC.·ASHLAND, Oregon
Clean recordS & P FINANCIAL, INC.
241 MAPLE STREET, ASHLAND, OR 97520CRD# 2702144Firm CRD# 139358

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Chad Matthew Smith · ASHLAND, OR
Registration
CRD #2702144 · S & P FINANCIAL, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Chad Matthew Smith is a registered financial advisor based in ASHLAND, Oregon, affiliated with S & P FINANCIAL, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
S & P FINANCIAL, INC.
RETIREMENT PLANNING SPECIALISTS, INC.
AUM
$268M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at S & P FINANCIAL, INC. →
Services
Financial planning
Portfolio management (individuals)
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Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 2702144
Firm CRD# 139358
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Chad Matthew Smith offer?
Chad Matthew Smith specializes in Financial Planning, Investment Management. Contact their office in ASHLAND, Oregon for a consultation.
What are Chad Matthew Smith's credentials?
Chad Matthew Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Chad Matthew Smith located?
Chad Matthew Smith is based in ASHLAND, Oregon, working with S & P FINANCIAL, INC.. Their office serves clients in the ASHLAND metropolitan area and surrounding communities.
How does Chad Matthew Smith charge for services?
Chad Matthew Smith's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is S & P FINANCIAL, INC.?
S & P FINANCIAL, INC. has approximately 2 employees and manages $268M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at S & P FINANCIAL, INC.

Thomas Benson Gau
ASHLAND, OR
Christopher Patterson
ASHLAND, OR

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Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Oregon
PORTLAND (575)LAKE OSWEGO (152)BEND (47)EUGENE (40)SALEM (35)BEAVERTON (27)MEDFORD (25)CLACKAMAS (15)JACKSONVILLE (11)GRANTS PASS (11)
City Guides
PORTLAND GuideLAKE OSWEGO GuideBEND GuideEUGENE GuideSALEM Guide
Research
Advisor Fees in OregonNational Fee Analysis
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