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Privacy Policy

Smart Steps Wealth Management Privacy Policy

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Privacy Policy

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Smart Steps Wealth Management SMS Terms & Conditions

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SMS Terms & Conditions

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Disclosures | Form ADV2A | Privacy Policy | SMS Terms & Conditions
 

Smart Steps Wealth Management, LLC is an investment advisor registered with the State of Missouri. See our full disclosure here.​

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*What are the requirements to become a SmartVestor Pro? To join the SmartVestor program, the pros must work for investment advisors or broker-dealer firms that are not affiliated with Ramsey; have at least two years of experience as a registered investing professional; understand Dave Ramsey’s 7 Baby Steps and agree to our Code of Conduct; and participate in ongoing coaching with us to help maintain our high standards of customer service.

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Smart Steps Wealth Management, LLC is not an affiliate of Ramsey Solutions. Ramsey Solutions is not affiliated with any SmartVestor Pros and neither Ramsey Solutions nor any of its representatives are authorized to provide investment advice on behalf of a SmartVestor Pro or to act for or bind a SmartVestor Pro. Each SmartVestor Pro has entered into an agreement with Ramsey Solutions under which the Pro pays Ramsey Solutions a combination of fees. The fees paid by the Pros to Ramsey Solutions are paid irrespective of whether you become a client of a Pro and are not passed along to you. However, the presence of these arrangements may affect a SmartVestor Pro’s willingness to negotiate below their standard investment advisory fees, and therefore may affect the overall fees paid by clients introduced by Ramsey Solutions through the SmartVestor program. Please ask your SmartVestor Pro for more information about their fees.
 

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