Firm Information
Compensation
N/AFirm Size
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
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David Alan FowlerRegulatory 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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David is involved with High Mountain Financial Coaching LLC dba High Mountain Financial Planning, where he provides financial planning and investment management services. He dedicates nearly full-time hours to this business, with a significant portion occurring during securities trading hours.
Employment History
Current Registrations
Smartpath Advisors
High Mountain Financial Planning
Previous Registrations
Origin Investment Advisory LLC
Diversified Strategies LLC
Spc
State Registrations2 states
Exams
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