WD
CFP · ChFC
WD
CFP · ChFC
Wendy Dudley is a CFP, ChFC-designated registered investment advisor at Smartpath Advisors, based in Littleton, CO, with 1 years of industry experience. Wendy 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
Fixed/Hourly
Firm Size
9 advisors
IM Fee
Planning only
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
One-Time Plan:$250 - $10,000
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Location
Littleton, CO
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Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Smartpath Advisors
April 2026 - Present · 6 mos
Previous Registrations
Falcon Wealth Planning, INC.
April 2024 - January 2025 · 9 mos
State Registrations1 state
CO
Advisor
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
No exam information available for this advisor.
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