PATHWAY PLANNING INC

Overview

Pathway Planning Inc is an independent registered investment adviser that provides financial planning and portfolio management for individuals and small businesses. The firm charges fees based on a percentage of assets under management and focuses its portfolio construction on equities as the core exposure. Its advisory activity centers on direct client relationships rather than acting as a capital allocator or pension consultant. Pathway Planning is not an active ESG investor and is presented as a single-state operation for regulatory purposes. Investment behavior is equity‑centric: the firm favors exchange‑traded securities for the bulk of client portfolios and supplements those positions with mutual funds and targeted alternative allocations. Given the client base and the firm’s size, implementations appear focused on liquid public markets with selective use of external alternative managers for non‑correlated exposure.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices