PATHLIGHT FINANCIAL PLANNING LLC

Overview

Pathlight Financial Planning LLC is a small, independent registered investment adviser that focuses on fee-based financial planning and portfolio management for individuals and families, with some services for small business owners. The firm charges a mix of percentage-of-AUM and fixed fees and identifies as an active ESG investor, which suggests environmental, social or governance considerations are incorporated into its recommended strategies and manager selection. Pathlight positions itself as a client-centric planner rather than a multi-state or institutional consultant; it does not operate as a capital allocator and appears to manage directly held client portfolios rather than running pooled vehicles. Investment activity centers on liquid, retail-friendly vehicles—public mutual funds are the dominant holding—paired with bespoke financial plans. Given the firm’s size and stated client base, portfolio construction likely emphasizes diversified fund-based allocations, low- to mid-turnover management and suitability-driven recommendations rather than large institutional mandates or direct private equity commitments.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices