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, Retirement Planning.
Compensation
Firm Size
IM Fee
Fee Structure
- Retirement readiness session — $250 or greater per user, paid by employers or organizations, featuring financial projections and a customized electronic report over two to three phone calls
- Savings strategy session — $125 or greater per user, paid by employers or organizations, covering various savings and investment accounts over one to two phone calls without generating reports
- Organization fixed-fee programs — $500 to $10,000 per month based on the size and complexity of the employer or organization
Location
Atlanta, GA
Get directionsHistory
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
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Lauren Baccari, CFPHb Wealth
- Dean Morris, CFACornerstone Investment Partners, LLC
- Michael Mueller, CFPSmith & Howard Wealth Management, LLC
- Ryan Mccafferty, CFPLarge and Gilbert Wealth Advisory
- Timothy Johnson, CFPLido
- Duncan Edwards, CFPCibc Private Wealth Advisors, INC.