Financial ServicesInvestment AdvisoryactiveVerified

Smart Plan Financial Solutions

Janette Perez, Authorized Member

SmartPlan Investing appears to be a financial services firm offering investment and tax preparation services, with a physical office in Juno Beach, Florida. The website provides a contact form and phone numbers for client inquiries.

Filed December 1, 2025 · St. Petersburg, FL · Pinellas County

Scout the DayOneLead fox with a Florida new business filings stamp

Every new Florida filing, every day

See how it works

Source

Florida Division of Corporations (Sunbiz) · Entity L25000479704 · Retrieved April 22, 2026

Search the registry for L25000479704 ›JSON record ›

About Smart Plan Financial Solutions

SMART PLAN FINANCIAL SOLUTIONS LLC was filed in Florida on December 1, 2025, as an active investment advisory firm. Its principal location is St. Petersburg in Hillsborough County, and Janette Perez is the authorized member. The company filed through a registered agent service (T REGISTERED AGENT LLC), and its domain was registered 6,745 days before filing, on June 14, 2007, through Wild West Domains. The website is a modern Joomla! site that confirmed the company's name and address. It shares its address with 21,980 other entities and its registered agent with 30,056 others. No annual report or EIN is on file yet. We estimate a brick-and-mortar footprint, but no revenue or employee ranges are available from the public website.

  • Filed in Florida on December 1, 2025, as active
  • Janette Perez is the authorized member
  • Filed through a registered agent service
  • Domain registered 6,745 days before filing, via Wild West Domains
  • Website is a modern Joomla! site that confirmed identity
  • Shares address with 21,980 entities and agent with 30,056 others

Compiled from the state record, the company's public web presence, and our own research; revenue, employee, and footprint figures are estimates, not verified financials. Updated August 24, 2026.

One of 2,234 new businesses registered in St. Petersburg in December 2025, one of 38 financial services businesses.

Is this business yours?

It's getting views. Claim the page for free to control what your customers see.

Claim this business

Filing Details

Entity NameSMART PLAN FINANCIAL SOLUTIONS LLC
Entity TypeFLAL
Entity NumberL25000479704
Filing DateDecember 1, 2025
Principal AddressLocked
City / State / ZipSt. Petersburg, FL 33702
CountyPinellas
TimezoneEastern (ET)
EIN on FileNo
Registered AgentT REGISTERED AGENT LLC
Agent AddressLocked
Filed ViaAnother company: T REGISTERED AGENT LLC
WebsiteYes · domain registered 6745 days before filing · registrar Wild West Domains
Website BuildModern · Joomla! - Open Source Content Management
Annual ReportNot yet filed
FootprintBrick and mortar (estimate)
Related Filings30056 with the same registered agent · 21980 at the same address
First Recorded by DayOneLeadApril 22, 2026 (142 days after filing)

Verified Business Profile

SubcategoryInvestment Advisory

Contact Information

WebsiteLocked
PhoneLocked
EmailLocked
Start Free TrialVerified contact details are included with a free trial.

Verified Website Profile

We matched this business to its website and pulled the domain's registration (WHOIS) record. Domain age is one of the strongest signals that a filing is a truly new business and not a re-filing or paperwork change.

Domain RegisteredLocked
Domain AgeLocked
RegistrarLocked
Website PlatformLocked
Start Free TrialDomain and website data is included with a free trial.

Officers / Authorized Persons

J
Janette Perez
Authorized Member
Address locked

Frequently Asked Questions

When was Smart Plan Financial Solutions registered?

Smart Plan Financial Solutions was registered as FLAL on December 1, 2025 in Florida.

Where is Smart Plan Financial Solutions located?

Smart Plan Financial Solutions is based in St. Petersburg, FL, 33702, in Pinellas County.

What type of business is Smart Plan Financial Solutions?

Smart Plan Financial Solutions is classified as a financial services business (investment advisory).

Is Smart Plan Financial Solutions still active?

According to the Florida Division of Corporations, Smart Plan Financial Solutions's current record status is "active".

Does Smart Plan Financial Solutions have an EIN on file?

No EIN was found on file for Smart Plan Financial Solutions at the time of registration.

Who Sells to This Business

Based on the business category, these service providers typically target this type of business.

InsuranceWeb DesignerAccounting
Registered in the last 30 days

8 companies similar to Smart Plan Financial Solutions registered in Pinellas County in the last 30 days

Integra FundingSt Petersburg · Sep 29, 2026
Monarch LegendsSt. Petersburg · Sep 24, 2026
NorthlenSt. Petersburg · Sep 21, 2026
Steward Fund RecoverySt. Petersburg · Sep 18, 2026
+ 4 more in Pinellas County
Build a Campaign for These Leads ›

Verified owner emails, and we build the campaign for you.

Turn fresh financial services businesses into your next customers

We find newly registered businesses, verify their contact details, and build the campaign. You review everything before anything sends.

Build My Campaign Free ›