Primerica Advisors
43yrs
Top advisor by experience in Maryville
15yrs
Michael Smith
Full name on record: Michael Shane Smith
Financial advisor at Quality Financial Concepts
Michael Smith is a fiduciary financial advisor in Maryville, Tennessee, with 15 years in the industry. Michael joined Quality Financial Concepts in 2018, a firm offering financial planning, investment management, and retirement plan consulting. Michael holds the CFP® designation.
One of 55 advisors with offices in Maryville, and one of 49 fiduciaries.
At a glance
Experience15 years (since 2012)
How that compares ?More experience than 58% of advisors in Maryville
Office115 West Broadway Avenue, Maryville, TN 37801
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$575,369
Advisors at the firm2
States licensed ?1 state
Services through Quality Financial Concepts
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2018 – nowQuality Financial ConceptsCurrent firm
Questions to ask Michael
Tailored to Michael’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Michael
How do I contact Michael?
Call Quality Financial Concepts at (865) 984-3550 and ask for Michael Smith. Michael works from the Maryville, TN office.
How long has Michael been a financial advisor?
Michael has been in the industry since 2012, about 15 years. More experience than 58% of advisors in Maryville.
What licenses does Michael hold?
Series 66. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael paid?
Quality Financial Concepts reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Michael for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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