SMART MONEY GROUP, LLC

CRD 284187File 801-107979

APPROVED

Retail clients

Custody

Filing as of Apr 7, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$424.3M

Below cohort median (national)

Discretionary AUM

$424.3M

Clients

571

1,570 accounts

Employees

Below cohort median in TX

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: FWRO
Registration date: Jun 30, 2016
Principal office: 106 SOUTH SEAMAN, EASTLAND, TX, 76448
Phone: 254-629-3866
Website: https://x.com/kfslifeplanning

Assets & accounts

ADV Item 5F

Total regulatory AUM: $424.3M
Discretionary AUM: $424.3M
Non-discretionary AUM: $0
Discretionary accounts: 1,570
Non-discretionary accounts: 0
Total accounts: 1,570
AUM per client: $743K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	12	$2.4M
Investment companies	1	$197.4M
Charitable organizations	Fewer than 5	$160K
High net worth individuals	153	$181.7M
Individuals (other than high net worth individuals)	403	$42.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Other
Financial planning services
Selection of other advisers
Portfolio management for investment companies
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.