SmartPath Advisors offers financial planning services to individuals and high-net-worth individuals. These services include Retirement Readiness, which projects the likelihood of achieving financial goals, Savings Strategy Sessions, which discuss various savings and investment accounts, and Frank, an AI-powered financial advisor that provides feedback and suggestions. SmartPath Advisors does not provide investment management services.
Assets Under ManagementN/A
ClientsN/A
Advisors8
Avg. per ClientN/A
Avg. per AdvisorN/A
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.
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