Team Experts
Gage Smart
Gage was born and raised in Osceola, Missouri, and earned his degree in Financial Planning from Missouri State University. While there, he developed his entrepreneurial mindset running a house painting business where he first learned about making the extra effort to best serve his clients. His passion for financial planning grew through extensive industry exposure, including multiple internships, serving as President of the Missouri State Financial Planning Association, and providing pro-bono financial guidance to more than 20 students on campus. Gage brings a fresh and eager approach to each client relationship, helping individuals and families build confidence in their financial futures. He is an avid sports fan and especially enjoys golfing, hunting, and fishing, when he’s not cheering for his wife, Logan, as she pursues her career in Occupational Therapy. Most importantly, Gage values quality time with family, and visiting loved ones in Florida is always a highlight.
gsmart@thestrategicfinancial.com
(417) 823-3810
3809 S Greystone Court Suite A Springfield, MO 65804
Fee Structure
- Comprehensive Financial Planning: $1,000 annually
- AUM tiered fee schedule
- First $100k: 1.5%
- Next $400k: AUM fee of 1.30%
- $500k–1M: 1.05%
- -$1M +: 0.8%
Areas of Specialty
Small Business Owners
Gage helps entrepreneurs navigate the unique financial challenges of running a business while building personal wealth.
Healthcare Workers
Working with doctors, nurses, and healthcare professionals to maximize their financial potential despite demanding schedules.
Blue Collar Workers
Gage understands hardworking families and helps them build financial security through practical, straightforward planning.
Educators
Supporting teachers and education professionals with retirement planning and strategies tailored to their specific benefit structures.
Ready to Get Started?
Schedule a free 30-minute consultation. No pressure, no obligation, just an opportunity to ask questions and see if we’re the right fit for your financial goals.