SmartPath Advisors, LLC offers specialized financial guidance primarily through employer-sponsored programs, focusing on Retirement Readiness projections and Savings Strategy Sessions. The retirement readiness service provides personalized reports and phone consultations to help individuals evaluate their financial independence and explore distribution or savings strategies. The savings strategy session helps clients understand different types of savings, investment, and healthcare accounts, as well as equity compensation. SmartPath Advisors does not manage investment portfolios, open accounts, or place trades on behalf of clients, functioning purely as an advisory firm that provides recommendations rather than ongoing portfolio management.
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
