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A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
May 01, 2004 at 04:00 AM
John M. Smartt, Jr., CPA
2001 Partridge Run Lane
Knoxville, Tennessee 37919
Phone and fax: 865-588-4159
Year practice began: 1993
Number of advisors in office: 1
Number of clients: 47 (36 investment management clients, 11 hourly clients)
Compensation method(s): Fee-only, based on project and/or percentage of assets under management
Fee for managing assets: 0.50% ($100,000 minimum)
Hourly rate: $150
Client demographics: Professionals, retirees, and “good savers” from North Carolina to California
Education: BS in economics from the Wharton School of the University of Pennsylvania; MBA in accounting from the University of Michigan
Previous incarnations: 18 years on the audit staff of Price Waterhouse, law firm administrator, member of the campaign staff of Senator Albert Gore, Sr.
Professional designations: CPA
Outside interests: Habitat for Humanity volunteer construction supervision, church choir, foreign travel (especially in the United Kingdom)
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