A complete list of active advisors currently associated with SmartPath Advisors

Warmer can help you find a great advisor at SmartPath Advisors or one who fits your needs even better.

SmartPath Advisors serves individuals and high‑net‑worth individuals through limited‑engagement planning services, including Retirement Readiness and Savings Strategy Sessions, and an AI‑driven personal finance platform called Frank. The firm operates with a small advisory team supporting several hundred clients and delivers services both through employer- or organization‑sponsored engagements and client subscriptions. SmartPath does not provide investment management, custody, or trade execution; when it performs investment analysis as part of planning it generally emphasizes passive, asset‑allocation approaches focused on diversification and projections. Frank generates automated analyses from client‑provided and linked account data, and certain service tiers allow optional follow‑up work by a human advisor who can run additional analyses. Distinctive features include an atypical multi‑office footprint for a team of this size and formal affiliations: SmartPath Advisors is a subsidiary of SmartPath, Inc., and a firm principal also maintains a separate advisory registration with another RIA. The firm’s employer‑paid engagement model and subscription‑based AI offering, together with the absence of asset‑management services and percentage‑of‑AUM fees, mean clients are typically responsible for implementing investment transactions and for verifying the accuracy of data used by the AI.

To learn more about the advisors currently working at SmartPath Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.