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).
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Total Assets Under Management77MILLION
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Total Number of Accounts89ACCOUNTS
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Average Account Value$869,565
- 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)
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.