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.
Learn about disclosures →Other Business Activities
Evon is the Founder and Chief Compliance Officer of Optometry Wealth Advisors, LLC, a financial planning and investment management firm. This activity takes nearly full-time hours, with most of the time spent during securities trading hours.
Employment History
Current Registrations
Smartpath Advisors
Optometry Wealth Advisors LLC
Previous Registrations
Pathways Advisory Group, INC.
Principal Securities, INC.
Principal Securities, INC. Broker
State Registrations2 states
Exams
Additional Information
I'm a Central Valley, CA native and proud graduate of the Fresno Pacific University School of Business. In addition, I hold the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and am a Certified Student Loan Professional™ (CSLP®).