# Aaron Salmon

> Aaron Salmon is a fee-only financial advisor at Pathfinder Planning in Charlotte, North Carolina, who holds the CFP credential. Pathfinder Planning reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/aaron-salmon/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Pathfinder Planning
- **Based in:** Charlotte, North Carolina
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $29.0M across 114 accounts
- **Credentials:** CFP
- **CRD:** 3072735 (https://adviserinfo.sec.gov/individual/summary/3072735)
- **SEC registration:** Investment adviser representative in NC, SC, TX
- **Exams passed:** Series 63 (1998)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://www.pathfinderplanningllc.com

## Frequently asked questions

### Is Aaron Salmon a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Aaron holds no broker registration, and Pathfinder Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Aaron charge for financial advice?

Aaron's firm, Pathfinder Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Aaron Salmon based?

Aaron Salmon is based in Charlotte, North Carolina.

### What credentials does Aaron Salmon hold?

Aaron Salmon holds the CFP credential.

### Is Aaron Salmon registered with the SEC?

Yes. Aaron Salmon is registered as an investment adviser representative in NC, SC and TX (CRD 3072735), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Pathfinder Planning manage?

Pathfinder Planning reports $29.0M across 114 accounts in assets under management.

### How do I contact Aaron Salmon?

Through Aaron's website, www.pathfinderplanningllc.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/3072735): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.