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SMARTPATH ADVISORS

· CRD 304563 · IAPD ↗ · smartpathadvisors.co · (678) 538-9420

$0Regulatory AUM
7Advisory reps
10Employees
369Clients
251-500Planning clients
0Private funds
24States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

25
September 2026 — SMARTPATH ADVISORS changed its website from getfrank.com to smartpathadvisors.co.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
50
June 2026 — SMARTPATH ADVISORS added office(s): 8 -> 9 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
50
May 2026 — SMARTPATH ADVISORS added office(s): 7 -> 8 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
50
April 2026 — SMARTPATH ADVISORS added office(s): 6 -> 7 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
48
March 2026 — SMARTPATH ADVISORS notice-filed in IL, MA, MN, NJ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
25
February 2026 — SMARTPATH ADVISORS changed its website from smartpathadvisors.co to getfrank.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
50
December 2025 — SMARTPATH ADVISORS added office(s): 7 -> 8 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
44
April 2025 — SMARTPATH ADVISORS notice-filed in AL, OR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
August 2024 — SMARTPATH ADVISORS notice-filed in IN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
August 2024 — SMARTPATH ADVISORS added office(s): 0 -> 12 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
68
August 2024 — SMARTPATH ADVISORS grew from 8 to 11 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
44
April 2024 — SMARTPATH ADVISORS notice-filed in NC, NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.