FLIGHTPATH FINANCIAL PLANNING

Overview

Flightpath Financial Planning is a small, independent registered investment adviser that focuses on financial planning and portfolio management for individuals and small businesses. The firm uses a fee mix that includes percentage-of-AUM billing along with hourly and fixed fees, which supports both ongoing advisory relationships and one-off planning engagements. Portfolios emphasize pooled public funds as the core building blocks, with third‑party managers tapped for alternative exposures. Flightpath’s client base is individual and family households rather than institutional or pension clients, and the adviser does not present itself as a multi‑state or ESG‑focused allocator. Investment activity centers on straightforward implementation: mutual funds and other public pooled vehicles for the bulk of equity and fixed‑income exposure, supplemented selectively with alternative managers (hedge funds, real estate strategies, and REITs) where a client’s suitability and objectives warrant them. The firm is owner‑run and positions itself to deliver personalized planning and portfolio construction to a limited client roster.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices