Planpath Financial

Overview

Planpath Financial is a small, independent registered investment adviser operating as a limited liability company with an individual owner. The firm targets individual and family clients and combines financial planning, portfolio management for individuals and small businesses, and educational seminars with accounting expertise. Its billing model is centered on hourly and fixed fees rather than asset-based charges, which aligns with a planning- and service-oriented practice rather than a traditional wealth-management shop. Planpath does not identify as an active ESG investor, is not a multi-state adviser, and does not serve as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices