Right Path Financial Planning, L.L.C.

Overview

Right Path Financial Planning, L.L.C. operates as a small, fee-based advisory practice focused on financial planning and discretionary portfolio management for individuals and small businesses. The firm charges a mix of percentage-of-AUM, hourly, and fixed fees, and does not identify as an active ESG investor or a pension consultant. Its regulatory classification is unclassified and it does not act as a capital allocator or as a multi-state adviser. Investment activity centers on fund-based, publicly traded vehicles rather than direct-stock strategies or significant private-market allocations. The firm's filings show a concentrated reliance on public funds/mutual funds to construct client portfolios, suggesting a preference for pooled, diversified exposures and manager-driven asset allocation over bespoke alternative or direct-investment strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices