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
- Equity Compensation Options
- International and Cross-border Planning
- Investment Management
- Socially Responsible Investing
- Taxes
About Me
For the past 25 years I have been at the forefront of change in the wealth management industry, embracing new investment themes, tax management strategies, and technology. I love innovation that challenges the status quo to the benefit of clients.Career Highlights
As an executive at Compass Wealth (now part of PNC Bank), I developed one of the first multimanager managed account platforms in the country (SmartPath(TM)), combining asset management strategies and client personalization in a single account.
For over ten years I have provided management consulting services to dozens of wealth management firms around the country including firms that are now part of US Bank, Truist Financial, and City National Bank - an RBC Company, implementing systems and procedures to drive greater adoption of personalized portfolios.
In late 2020, at the height of the pandemic, advances in innovative technologies, particularly trading software, fractional share accounting systems, and the collapse of trading costs, led me to believe the time was right for widespread adoption of Direct Indexing – the application of personalized portfolios on baskets of stocks designed to track an index such as the S&P 500.
Integrity Financial Planning
These industry developments led directly to the creation of Integrity Financial Planning, LLC, an RIA dedicated to providing personalized portfolios and financial planning services for individuals, families and their wealth transfer entities.
Education/Credentials
I received a BBA in Business Administration from the University of Central Arkansas and went on to graduate with an MBA from the University of Arkansas, Little Rock. I hold the CFA designation and am a member of the CFA Society Houston.
Personal
I wasn’t born in Texas, but as the saying goes, I got here as fast as I could. My daughter is in Austin starting her career in technology and my son is in Houston working toward a degree in Construction Management. I’m an avid reader of non-fiction including histories, biographies, and anthropology. When I have the time I enjoy recreational tennis.
Professional Designations
- Chartered Financial Analyst (CFA)
Affiliations
- CFA Institute
Location
Houston, Texas, 77077
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 our Firm
Integrity Financial Planning was founded to provide financial planning and personal index portfolios for individuals, families, and business owners.As an independent, fee-only fiduciary, we offer transparency, focus, and a commitment to creating your financial plan and the ability to manage the process if you desire.
As a virtual firm, we do not meet clients in a traditional office space. We work from our home offices and engage with clients in secure, online environments using video conferencing and secure file sharing.
Houston is home for us, but as long as you have a device that can connect to the internet, we are not bound by geography.
Education
University of Arkansas at Little Rock, MBA, Finance | BBA in Business Administration from the University of Central Arkansas
Badges
Languages
- English
Hobbies and Interests
- Reading
- Tennis
Who We Serve
- Baby Boomers
- Business Owners
- Expats
- Gen X
- Investors
- Living in Retirement
- Parents
- Widow
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