PATHWAYS FINANCIAL PLANNING

Overview

Pathways Financial Planning is structured as a single-owner limited liability company operating as an independent registered investment adviser. The firm focuses on financial planning services for individual and family clients rather than serving institutional or pension mandates. Its compensation model is fee-based, using hourly and fixed-fee arrangements rather than traditional AUM-based billing. FINTRX flags Pathways as an active ESG investor, which suggests environmental, social, and governance factors are incorporated into some client recommendations. The firm is not designated as a capital allocator and is not a multi-state or newly formed adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices