Smedley Financial Services Inc

102 S. 200 E., Salt Lake City, Utah 84111

SEC CRD#110870
Last ADV filed: 08/08/2025
Verified Fiduciary

Confirmed via SEC Form ADV registration data. This firm has a legal obligation to act in your best interest.

Clean Disciplinary Record

No criminal, civil, or regulatory disclosures found in SEC or FINRA records.

Additional Compensation Disclosed

This firm has disclosed additional revenue sources (insurance, brokerage, or proprietary products) in their SEC filings. Review the details below.

Fee Structure

AUM-Based Fee3.00%of assets under management

Detailed Fee Schedule

We also lowered the overall maximum fee charged for these programs from 3.00% annually to 1.60% annually.  Item 8 – Methods of Analysis, Investment Strategies and Risk of Loss was updated to include the following for the Investment Strategies section: o Smedley Financial Services, Inc

Source: Form ADV Part 2 Brochure
Compensation methods:
Percentage of AUMHourly feesSubscription feesFixed feesCommissions

Compensation Transparency

  • Also offers proprietary investment products

These additional revenue sources are disclosed in the firm's Form ADV filing with the SEC. Ask the advisor directly how these affiliations affect the advice you receive.

Smedley Financial Services Inc — Fiduciary Advisor Profile | FiduciaryListings