Chad Wauschek
Pathway Advisor · Fallbrook, California
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.
Request an introduction to Chad →
Specialties
Facts
| Firm | Pathway Advisor |
|---|---|
| Based in | Fallbrook, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $62.5M across 289 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 5182847 |
| Exams passed | Series 66 (2012) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | pathway-advisor.com |
How Chad's firm compares
- Pathway Advisor's average account is about $216,000, from its Form ADV (assets managed divided by 289 accounts).
Request an introduction to Chad
Tell Chad a little about what you're looking for. Chad 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 Chad
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.
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
- Pathway Advisor 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.