Ryan Mcpherson is a CFP-designated registered investment advisor at Smartpath Advisors, based in Atlanta, GA, with 15 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Retirement Planning.
Compensation
Firm Size
IM Fee
Fee Structure
- Retirement Readiness: This service includes projections of your likelihood of achieving your financial goals. It typically occurs over two to three phone calls and includes an electronic report.
- Savings Strategy Session: This service includes a discussion of various types of savings and investment accounts. It typically occurs over one to two phone calls and does not include a formalized electronic report.
Location
Atlanta, GA
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Regulatory 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
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.
Employment History
Current Registrations
Smartpath Advisors
Intelligent Worth
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Morgan Stanley Smith BarneyBroker
Morgan Stanley Smith Barney LLC
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations2 states
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