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).
Total Assets Under Management40MILLION
Total Number of Accounts30ACCOUNTS
Average Account Value$1,333,333
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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.