Right Path Financial LLC
Firm details
- Headquarters
- ,
- CRD number
- 310268
- Website
- www.rightpathfi.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Right Path Financial LLC is an independent, state‑registered advisory firm organized as an LLC and based in Minnesota. The firm concentrates on individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers. Right Path operates as a capital allocator — it places client assets with third‑party managers when appropriate — and charges clients on a percentage‑of‑AUM basis with the option of hourly billing for planning or consulting work. The firm is owned by an individual and maintains an industry affiliation with an insurance company.
Assets & Accounts
Investments & Alternatives
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 Funds100%
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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