Our Adviser Team
Our recommendations are created by people who are available to answer your questions about your recommendation or retirement account.
Experienced
- Adam Bold - host of syndicated radio show "The Mutual Fund Show®" - is Smart401k's Chief Investment Officer.
- Adam is the co-founder of Smart401k and founder of The Mutual Fund Store®. These companies collectively manage or advise on more than
$4 billion in client assets.
- Each adviser has the Chartered Mutual Fund Counselor (CMFC®) or Certified Fund Specialist® designation.
- Our adviser team has analyzed 2,000 plans comprising thousands of mutual funds this past year alone.
Personable and Accessible
- At Smart401k, you are not just a number, you are an individual. Our advisers are trained to help you based on your unique situation.
- Our advisers provide ongoing communications to inform and educate you about market events. In addition, they also frequently write in our adviser blog and Insight articles.
- You can reach our advisers via-
Becoming a Client is Easy
It only takes 5 - 10 minutes to get started.
Register
Membership fees range from $59 per quarter to $199.95 per year.
Complete Questionnaire
Your answers help us understand your situation and risk tolerance.
Receive Recommendations
You'll receive your tailored recommendations within 1 - 3 business days.
Money-back Guarantee. We offer a full refund if you aren't satisfied in the first 30 days (applies to new clients only).
Your information is secure. We use 128-bit encryption to keep your personal information secure.
We will not share your information with anyone (click here to read our privacy policy).