Rightpath Investments & Financial Planning, Inc.

Rightpath Investments & Financial Planning, Inc. (CRD# 129508) is a financial advisory firm headquartered in , . They manage $77,391,247 in 89 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    77
    MILLION
  • Total Number of Accounts
    89
    ACCOUNTS
  • Average Account Value
    $869,565
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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO

Financial Advisors at Rightpath Investments & Financial Planning, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
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 22 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.

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