Rightpath Investments & Financial Planning, Inc.

Rightpath Investments & Financial Planning, Inc. (CRD# 129508) is a financial advisory firm headquartered in Frisco, CO. They manage $40,000,000 in 30 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Rightpath Investments & Financial Planning, Inc.
Showing 1 - 1 of 1 top financial advisors.
Steven R. Smith
CRD#: 4400154
Frisco, CO

Steven Smith (CRD# 4400154) is an Investment Advisor Representative working at Rightpath Investments & Financial Planning, Inc. in Frisco, CO and has over 15 years of experience in the finance industry. Steven Smith has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.