Mark Reed Sinderson

CFP

Smartpath Advisors

23 Years of Experience

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Firm Information

Smartpath Advisors

Compensation

N/A

Number of Advisors

9 advisors

Number of Clients

Not specified

Average Client Portfolio

Not specified

Fee Structure

Minimum Investment:None

Financial Planning:Investment management only

SmartPath Advisors is paid by clients' employers or organizations, so clients/employees/users do not owe any fees. Retirement Readiness costs $250 or greater per client, while Savings Strategy Sessions cost $125 or greater per client. These fees may be discounted for engagements covering a large number of clients. Fixed fee programs for organizations range from $500 to $10,000 per month.

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Areas of Practice

Retirement PlanningFinancial Planning & CoachingHigh Net Worth

Advisor Information

Office location

Atlanta, GA

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Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.