Barbara Norman
Sage Path Solutions · San Diego, California
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.
Request an introduction to Barbara →
Specialties
Who they serve
- Divorced individuals
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 |
| Assets under management | $75.8M across 128 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 1612336 |
| Exams passed | Series 63 (1994) · Series 65 (1999) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | www.sagepathsolutions.com |
| Profile |
Request an introduction to Barbara
Tell Barbara a little about what you're looking for. Barbara isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Barbara
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.
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
- Sage Path Solutions website : specialties, clients served, and fees, checked October 30, 2026
- 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.
See something wrong? Request a correction. Read our methodology.