Alok Deshpande is a registered investment advisor at Smartpath Advisors, based in Atlanta, GA, with 9 years of industry experience. Alok 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
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Alok is the CEO and co-founder of SmartPath, Inc., a financial education and coaching company, since January 2010. As CEO, he focuses on business strategy, conducts seminars, and meets with clients, dedicating full-time hours to the role.
Employment History
Current Registrations
Smartpath Advisors
Previous Registrations
Smartpath, LLC
State Registrations2 states
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Exams
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