Pathfinder Planning LLC
Firm details
- Headquarters
- ,
- CRD number
- 154713
- Custodians
- CHARLES SCHWAB & CO., INC., BETTERMENT
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI58.57%
- Individuals41.43%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Pathfinder Planning LLC is an independent, individual-owned RIA that provides financial planning and portfolio management primarily for individuals and small businesses. The firm offers fee arrangements that include a percentage of assets under management, hourly charges, and fixed fees, and it does not position itself as a capital allocator. Pathfinder is state-registered in North Carolina and South Carolina and reports advisory work focused on financial planning and discretionary portfolio management for individual and family clients. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds80%
- Exchange Traded Equities10%
- Cash & Cash Equivalents10%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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