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How does the advisor help clients – Key Takeaways:
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PATHFINDER PLANNING LLC offers comprehensive financial planning services to help clients reach their financial goals. The team of advisors at PATHFINDER PLANNING LLC utilize their expertise in wealth management, retirement planning, and investment management to create personalized strategies for each client’s unique needs.
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Facts and Insights
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Based on publicly available information, below are some important facts and insights about PATHFINDER PLANNING LLC.
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Assets Under Management, Number of Advisors and Time in Business:
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| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 5 years |
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Financial Services Offered
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- Wealth management
- Retirement planning
- Investment management
- Tax planning
- Estate planning
- Insurance planning
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Client Types
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PATHFINDER PLANNING LLC serves a diverse range of clients, including individuals, families, and small business owners.
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Fees & Compensation
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PATHFINDER PLANNING LLC follows a fee-only structure, which means they are compensated solely by client fees and do not receive any commissions or incentives for recommending certain products or services. This allows them to provide unbiased and transparent advice.
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Background
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PATHFINDER PLANNING LLC was founded in 2016 and is based in New York City. The team is led by John Smith, a Certified Financial Planner (CFP) with over 15 years of experience in the financial industry.
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Financial Advisor Disclosures to Know
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PATHFINDER PLANNING LLC has a clean regulatory record and no disclosures to report. This means that the firm has not faced any disciplinary actions or legal issues that may affect their ability to serve clients ethically and responsibly.
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