Atlanta, GA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
SmartPath Advisors
Team
Firm-wide stats for SmartPath Advisors
About
SmartPath Advisors provides limited-engagement financial planning services—primarily Retirement Readiness and Savings Strategy Sessions—to individuals, including employees who access services through their employers, and to high-net-worth individuals. These engagements are typically arranged and paid for by employers or other organizations rather than by individual clients, and the firm does not manage client assets or report any AUM.
When it conducts investment analysis as part of a planning engagement, SmartPath emphasizes a passive investing approach that focuses on diversification, asset allocation, and low-cost index funds while outlining material risks such as market, interest-rate, and concentration risk. Engagements are short-term and deliver an electronic Retirement Readiness report or targeted savings guidance rather than ongoing investment management, custody, or discretionary trading.
The firm is a wholly owned subsidiary of a company that provides financial education and coaching and also has personnel who maintain roles at a separately registered adviser, a structure that creates affiliates and potential separate compensation streams. SmartPath operates multiple offices and is atypical for team firms in that it is compensated by organizations through fixed or access fees, does not charge percentage-of-AUM fees, does not provide portfolio management, and does not accept custody of client assets.
Based on SmartPath Advisors
Expertise
Based on SmartPath Advisors
Location
Atlanta GA
Advisors at this office
2
Advisors at this office
Mark S
CFP®, Series 66
Atlanta, GA
SmartPath Advisors
Mark Sinderson is a CFP® and holds a Series 66 license with 24 years of industry experience. He has been with SmartPath Advisors since 2020 and previously worked at Financial Clarity Partners, Liberty Partners Capital Management, and SmartPath, Inc. SmartPath Advisors provides limited-engagement financial planning services focused on retirement readiness and savings strategies primarily for individuals accessing services through their employers and high-net-worth clients. The firm emphasizes a passive investment approach using diversification and low-cost index funds, with engagements typically arranged and paid for by employers or organizations rather than individual clients.
Alok D
Series 65
Atlanta, GA
SmartPath Advisors
Alok Deshpande is a financial advisor at SmartPath Advisors with nine years of industry experience. He holds a Series 65 designation and has been with SmartPath Advisors since 2019. In addition, he is the CEO and co-founder of SmartPath, Inc., a financial education and coaching company based in Atlanta, where he leads business strategy and conducts seminars. SmartPath Advisors provides limited-engagement financial planning services focused on retirement readiness and savings strategies for individuals, often accessed through employers. The firm emphasizes passive investing through diversified, low-cost index funds and delivers short-term planning reports without managing client assets or offering ongoing portfolio management.
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