Hannah Santa Cruz
Pathfinder Financial Planning · Missoula, Montana
Hannah Santa Cruz is a fee-only financial advisor at Pathfinder Financial Planning in Missoula, Montana, who holds the CFP credential. Hannah charges a percentage of assets and hourly fees ($300 an hour and 0.85% a year on the first tier of assets managed) and focuses on retirement planning, tax planning and estate & legacy planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Early-career professionals
- Mid-life transitions
Facts
| Firm | Pathfinder Financial Planning |
|---|---|
| Based in | Missoula, Montana |
| Fee model | Percentage of assets · Hourly |
| Fees (firm's website) | $300 an hour · 0.85% a year on the first tier of assets managed |
| Assets under management | $122.3M across 375 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MT, TX · CRD 5947577 |
| Exams passed | Series 65 (2016) · Series 66 (2011) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | pathfinderplanmt.com |
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Questions about Hannah
Is Hannah Santa Cruz a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Hannah holds no broker registration, and Pathfinder Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Hannah charge for financial advice?
Hannah charges a percentage of assets and hourly fees.
How much does Hannah charge?
According to Pathfinder Financial Planning's website, checked October 30, 2026: $300 an hour; 0.85% a year on the first tier of assets managed.
Where is Hannah Santa Cruz based?
Hannah Santa Cruz is based in Missoula, Montana.
What does Hannah specialize in?
Hannah's specialties include retirement planning, tax planning and estate & legacy planning. Hannah works with retirees, pre-retirees, early-career professionals and mid-life transitions.
What credentials does Hannah Santa Cruz hold?
Hannah Santa Cruz holds the CFP credential.
Is Hannah Santa Cruz registered with the SEC?
Yes. Hannah Santa Cruz is registered as an investment adviser representative in MT and TX (CRD 5947577), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Pathfinder Financial Planning manage?
Pathfinder Financial Planning reports $122.3M across 375 accounts in assets under management.
How do I contact Hannah Santa Cruz?
Through Hannah's website, pathfinderplanmt.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
- Pathfinder Financial Planning 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.
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