Todd Smurl, CFA
Personal Indexing allows us to treat every client like they are our only client
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Serving Clients Nationwide
Personal Indexing allows us to treat every client like they are our only client
Areas of Focus
- Direct/Personal Indexing
- Equity Compensation Options
- International and Cross-border Planning
- Investment Management
- Socially Responsible Investing
- Taxes
About Todd Smurl, CFA
Hi there! I'm Todd Smurl, a portfolio manager and founder of Integrity Financial Planning. With 30 years of experience in financial services, I'm passionate about helping successful professionals, business owners, and high-net-worth families achieve their financial goals.I've held various positions with successful companies throughout my career, including Senior Wealth Advisor at Goldman Sachs, President and Chief Investment Officer at Compass Bank (Now PNC Financial), and Senior Portfolio Manager at The Private Bank at Bank of America. These roles have allowed me to hone my skills and expertise in portfolio management, ultimately leading me to create Integrity Financial Planning.
As the founder of Integrity Financial Planning, I aim to provide comprehensive financial planning services and personal index portfolios tailored to each client's unique needs. I believe a personalized approach is the key to financial success, and I'm committed to helping my clients make informed decisions about their financial future.
I hold a B.A. from the University of Central Arkansas and an MBA from the University of Arkansas at Little Rock. I'm also a proud member of the CFA Institute and the CFA Society of Houston.
When I'm not immersed in finance, you can find me on the tennis court or hitting the slopes for some snow skiing. I believe that a well-rounded life allows me to connect with my clients personally, making the financial planning process an enjoyable and collaborative experience.
If you're looking for a financial advisor who genuinely cares about your financial well-being, I'd be thrilled to help you navigate your financial journey. Contact me today, and let's start working towards a brighter financial future together!
Professional Designations
- Chartered Financial Analyst (CFA)
Affiliations
- CFA Institute
Primary Location
TX 77077, USA
Meeting Options
- Video Conference
- Phone
Compensation Methods
- Fee Only
- Percentage of Assets Managed
What to expect in the first meeting
Please use the 'Book Intro Call' button above to schedule a free 30-minute call with me. We'll use this time to get to know each other and discuss your financial planning needs to determine how we might work together.Offers Investment Management
Yes
About Integrity Financial Planning
Our mission is to provide our clients with personalized, objective, and comprehensive financial planning and wealth management services that help them achieve their financial goals while adhering to the highest ethical standards.With over 50 years of combined experience in the financial services industry, our team holds an array of certifications, including Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Certified Public Accountant (CPA) designations. We specialize in retirement planning, investment management, tax and estate planning, tailoring our services to meet each client’s unique needs.
We are a fee-only financial planning firm, which means we are compensated solely by our clients, not by commissions or incentives from product sales. This model ensures transparency, objectivity, and alignment of interests, allowing us to provide unbiased advice that is focused solely on helping our clients achieve their financial goals.
As fiduciaries, we are legally bound to always act in the best interests of our clients. This commitment sets us apart from other financial advisors who may prioritize their own interests or those of their employers. We uphold the fiduciary standard by avoiding conflicts of interest, providing unbiased advice, and continuously monitoring our client’s financial plans to ensure they remain on track to achieve their goals.
Integrity Financial Planning is independent, free from any outside influence or pressure from investment companies or insurance providers. This independence allows us to provide our clients with a customized approach to financial planning, selecting the best solutions and strategies based on their needs and objectives.
We bring a wealth of knowledge and expertise to every client relationship. With backgrounds in financial planning, investment management, and tax planning, we are well-equipped to help you navigate the complexities of your financial life.
Education
University of Arkansas at Little Rock, MBA, Finance | BBA in Business Administration from the University of Central Arkansas
Languages
- English
Hobbies and Interests
- Reading
- Tennis
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Expats
- Gen X
- Investors
- Living in Retirement
- Parents
- Widow
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