RIA Intel›Advisers›Indiana›SMART CHOICE FINANCIAL PLANNING, INC.

SMART CHOICE FINANCIAL PLANNING, INC.

Advisory

IN

Data as of Jan 12, 2026 · Source: SEC Form ADV

Rank in IN

#214

of 270 advisers by AUM

Average account

$1M

across 80 accounts

AUM per adviser

$96M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 12, 2026.

Total AUM

$96M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$96M

Discretionary AUM$0

Non-Discretionary AUM$96M

Discretionary %0%

Total Clients80

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InIL, IN, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

80 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in IN

Closest by assets under management. All figures from Form ADV.

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BENHAM WEALTH MANAGEMENT, LLC

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