# Barbara Norman

> Barbara Norman is a fee-only financial advisor at Sage Path Solutions in San Diego, California, who holds the CFP credential. Barbara focuses on divorce financial planning and estate & legacy planning. Sage Path Solutions reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/barbara-norman/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Sage Path Solutions
- **Based in:** San Diego, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Fees (firm's website):** a $750,000 asset minimum
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $75.8M across 128 accounts
- **Credentials:** CFP
- **Specialties:** Divorce financial planning, Estate & legacy planning
- **Works with:** Divorced individuals
- **CRD:** 1612336 (https://adviserinfo.sec.gov/individual/summary/1612336)
- **SEC registration:** Investment adviser representative in CA, TX
- **Exams passed:** Series 63 (1994), Series 65 (1999)
- **Firm size:** 1 employee
- **Disclosures:** Reported; see the SEC record
- **Website:** https://www.sagepathsolutions.com

## Frequently asked questions

### Is Barbara Norman a fee-only financial advisor?

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

### How does Barbara charge for financial advice?

Barbara's firm, Sage Path Solutions, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### How much does Barbara charge?

According to Sage Path Solutions's website, checked October 30, 2026: a $750,000 asset minimum.

### Where is Barbara Norman based?

Barbara Norman is based in San Diego, California.

### What does Barbara specialize in?

Barbara's specialties include divorce financial planning and estate & legacy planning. Barbara works with divorced individuals.

### What credentials does Barbara Norman hold?

Barbara Norman holds the CFP credential.

### Is Barbara Norman registered with the SEC?

Yes. Barbara Norman is registered as an investment adviser representative in CA and TX (CRD 1612336), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Sage Path Solutions manage?

Sage Path Solutions reports $75.8M across 128 accounts in assets under management.

### How do I contact Barbara Norman?

Through Barbara's website, www.sagepathsolutions.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1612336): 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
- The firm's website (https://sagepathsolutions.com/): specialties, clients served, and fees, checked October 30, 2026

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