Carl Aycock
Pathway Planning · Brookhaven, Mississippi
Carl Aycock is a fee-only financial advisor at Pathway Planning in Brookhaven, Mississippi. Pathway Planning reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Pathway Planning |
|---|---|
| Based in | Brookhaven, Mississippi |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $11.6M across 22 accounts |
| SEC registration | Investment adviser representative in MS · CRD 4856181 |
| Exams passed | Series 65 (2004) |
| Firm size | 2 employees |
| Disclosures | None reported |
How Carl's firm compares
- Pathway Planning's average account is about $528,000, from its Form ADV (assets managed divided by 22 accounts).
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Questions about Carl
Is Carl Aycock a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Carl holds no broker registration, and Pathway Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Carl charge for financial advice?
Carl's firm, Pathway Planning, reports charging a percentage of assets on its SEC Form ADV.
Where is Carl Aycock based?
Carl Aycock is based in Brookhaven, Mississippi.
Is Carl Aycock registered with the SEC?
Yes. Carl Aycock is registered as an investment adviser representative in MS (CRD 4856181), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Pathway Planning manage?
Pathway Planning reports $11.6M across 22 accounts in assets under management.
How do I contact Carl Aycock?
Contact details aren't on file yet. Search for Pathway Planning.
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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