# Chad Wauschek

> Chad Wauschek is a fee-only financial advisor at Pathway Advisor in Fallbrook, California, who holds the CFP credential. Chad focuses on retirement planning, estate & legacy planning and tax planning. Pathway Advisor reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Pathway Advisor
- **Based in:** Fallbrook, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $62.5M across 289 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning, Small business owners
- **CRD:** 5182847 (https://adviserinfo.sec.gov/individual/summary/5182847)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 66 (2012)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://pathway-advisor.com/

## Frequently asked questions

### Is Chad Wauschek a fee-only financial advisor?

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

### How does Chad charge for financial advice?

Chad's firm, Pathway Advisor, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Chad Wauschek based?

Chad Wauschek is based in Fallbrook, California.

### What does Chad specialize in?

Chad's specialties include retirement planning, estate & legacy planning, tax planning and small business owners.

### What credentials does Chad Wauschek hold?

Chad Wauschek holds the CFP credential.

### Is Chad Wauschek registered with the SEC?

Yes. Chad Wauschek is registered as an investment adviser representative in CA (CRD 5182847), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Pathway Advisor manage?

Pathway Advisor reports $62.5M across 289 accounts in assets under management.

### How do I contact Chad Wauschek?

Through Chad's website, pathway-advisor.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5182847): 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://pathway-advisor.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.