Aaron Salmon
Pathfinder Planning · Charlotte, North Carolina
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.
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Facts
| Firm | Pathfinder Planning |
|---|---|
| Based in | Charlotte, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $29.0M across 114 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NC, SC, TX · CRD 3072735 |
| Exams passed | Series 63 (1998) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.pathfinderplanningllc.com |
How Aaron's firm compares
- Pathfinder Planning's average account is about $254,000, from its Form ADV (assets managed divided by 114 accounts).
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Questions about Aaron
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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