

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.
Kansas City, MO
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Tyler is the President and CCO of Tandem Financial Guidance, LLC, a financial planning and investment management firm, dedicating about half of his time. He is also the President of Tandem Tax & Accounting, LLC, a tax preparation and bookkeeping service, spending about a quarter of his time during tax season.