Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Fee Structure
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.
Areas of Practice
Advisor Information
Office location
Atlanta, GA
Get directionsRegulatory History
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.
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Ryan is the Vice President of Finance and Operations at SmartPath, Inc., a financial education and coaching company, dedicating full-time hours. He is also the Managing Member and CCO of Intelligent Worth, LLC, a financial planning firm, spending minimal time on this role.