Chris Pollard
Great Path Planning · Goshen, New York
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.
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Facts
| Firm | Great Path Planning |
|---|---|
| Based in | Goshen, New York |
| Fee model (firm's Form ADV) | Hourly · Fixed fees |
| Assets under management | $167.2M across 283 accounts |
| Credentials | CFP · EA · MBA |
| SEC registration | Investment adviser representative in NY, TX · CRD 5603384 |
| Exams passed | Series 63 (2008) · Series 65 (2009) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Profile |
How Chris's firm compares
- Great Path Planning's average account is about $591,000, from its Form ADV (assets managed divided by 283 accounts).
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Questions about Chris
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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