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
North Richland Hills, TX
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Kyle Andrew MooreRegulatory 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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Kyle is involved with Cru Wealth Management as a financial advisor since 2021. He also works as a tax preparer for Cru Tax since 2024.