# Chris Pollard

> Chris Pollard is a fee-only financial advisor at Great Path Planning in Goshen, New York, who holds the CFP, EA and MBA credentials. Great Path Planning reports charging hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/chris-pollard/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Great Path Planning
- **Based in:** Goshen, New York
- **Fee model (firm's Form ADV):** Hourly; Fixed fees
- **Assets under management (firm):** $167.2M across 283 accounts
- **Credentials:** CFP, EA, MBA
- **CRD:** 5603384 (https://adviserinfo.sec.gov/individual/summary/5603384)
- **SEC registration:** Investment adviser representative in NY, TX
- **Exams passed:** Series 63 (2008), Series 65 (2009)
- **Firm size:** 3 employees
- **Disclosures:** None reported

## Frequently asked questions

### Is Chris Pollard a fee-only financial advisor?

Yes. Chris Pollard is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Chris's firm.

### How does Chris charge for financial advice?

Chris's firm, Great Path Planning, reports charging hourly fees and fixed fees on its SEC Form ADV.

### Where is Chris Pollard based?

Chris Pollard is based in Goshen, New York.

### What credentials does Chris Pollard hold?

Chris Pollard holds the CFP, EA and MBA credentials.

### Is Chris Pollard registered with the SEC?

Yes. Chris Pollard is registered as an investment adviser representative in NY and TX (CRD 5603384), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Great Path Planning manage?

Great Path Planning reports $167.2M across 283 accounts in assets under management.

### How do I contact Chris Pollard?

Contact details aren't on file yet. Search for Great Path Planning.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/chris-pollard-10478): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026

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