Sunpath Financial

Overview

Sunpath Financial is an independent, individually owned registered investment adviser organized as a corporation that serves primarily individual and family clients. The firm combines financial planning and discretionary portfolio management for individuals and small businesses with selection of third‑party advisers and educational workshops. It also operates as an insurance broker, which supports its use of annuity products in client solutions. Fee arrangements are flexible: Sunpath charges percentage‑of‑AUM fees and also uses hourly and fixed fees for certain services. The firm identifies itself as a capital allocator, meaning it places client capital with external managers where appropriate. It does not list itself as an active ESG investor and does not report multi‑state advisory registration.

Assets & Accounts

Public Holdings

Investments & Alternatives