Dustin Beam
Pathways Wealth Management · Tipp City, Ohio
Dustin Beam is a fee-only financial advisor at Pathways Wealth Management in Tipp City, Ohio, who holds the CFP credential. Pathways Wealth Management reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Pathways Wealth Management |
|---|---|
| Based in | Tipp City, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $287.0M across 945 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OH, TX · CRD 4252465 |
| Exams passed | Series 63 (2000) · Series 65 (2000) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.pathwayswm.com |
| Profile |
How Dustin's firm compares
- Pathways Wealth Management's average account is about $304,000, from its Form ADV (assets managed divided by 945 accounts).
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Questions about Dustin
Is Dustin Beam a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Dustin holds no broker registration, and Pathways Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Dustin charge for financial advice?
Dustin's firm, Pathways Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Dustin Beam based?
Dustin Beam is based in Tipp City, Ohio.
What credentials does Dustin Beam hold?
Dustin Beam holds the CFP credential.
Is Dustin Beam registered with the SEC?
Yes. Dustin Beam is registered as an investment adviser representative in OH and TX (CRD 4252465), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Pathways Wealth Management manage?
Pathways Wealth Management reports $287.0M across 945 accounts in assets under management.
How do I contact Dustin Beam?
Through Dustin's website, www.pathwayswm.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
- 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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