Future Path Financial Planning

Overview

Future Path Financial Planning is an independent registered investment adviser structured as a limited liability company and owned by an individual advisor. The firm serves individual and family clients, offering financial planning and portfolio management targeted at individuals and small businesses. Its advisory fees are structured across percentage-of-AUM billing as well as subscription and fixed-fee arrangements. The firm does not position itself as an ESG-focused manager, is not a multi-state adviser, and does not act as a capital allocator or pension consultant. Services are concentrated on traditional wealth-management work for private clients rather than institutional or related-adviser activity.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices