Open Path Financial

Overview

Open Path Financial is a small, individually owned limited liability company that presents itself primarily as a financial planning practice. The firm charges clients on an hourly basis rather than running a traditional discretionary asset-management business, which suggests its core service mix centers on advice, planning, and referrals rather than ongoing portfolio management. The adviser is not positioned as a capital allocator and is not registered as an active ESG investor or a multi-state adviser. Advisory activities listed focus on financial planning services rather than pension consulting or related-adviser activity. Given the hourly-fee model and the "unclassified" status on record, Open Path Financial appears to operate as a boutique planning shop that provides project-based advice and may coordinate introductions to third-party managers when clients seek access to specialized investments.

Assets & Accounts

Investments & Alternatives

Location & Offices