Hardik Patel
Trusted Path Wealth Management · Santa Rosa, California
Hardik Patel is a fee-only financial advisor at Trusted Path Wealth Management in Santa Rosa, California. Hardik charges a percentage of assets, a flat fee or retainer, hourly fees, an ongoing planning fee and a one-time planning fee (ongoing planning from $3,600 a year and one-time plans from $3,600) and focuses on retirement planning and tax planning.
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Specialties
Who they serve
- Pre-retirees
- Retirees
Facts
| Firm | Trusted Path Wealth Management |
|---|---|
| Based in | Santa Rosa, California |
| Fee model | Percentage of assets · Flat fee or retainer · Hourly · Ongoing planning fee · One-time planning fee |
| Fees (firm's website) | Ongoing planning from $3,600 a year · One-time plans from $3,600 · $300 an hour · 1% a year on the first tier of assets managed · A $300,000 asset minimum |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $3.6M across 7 accounts |
| SEC registration | Investment adviser representative in CA · CRD 8083498 |
| Exams passed | Series 65 (2025) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | trustedpathwealth.com |
| Profile |
How Hardik's firm compares
- Ongoing planning starts at $3,600 a year, below the California median of $6,000 for fee-only firms that publish prices.
- A one-time plan starts at $3,600, above the California median of $2,500 for fee-only firms that publish prices.
- The hourly rate is $300, in line with the California median of $300 for fee-only firms that publish prices.
- Trusted Path Wealth Management's average account is about $511,000, from its Form ADV (assets managed divided by 7 accounts).
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Questions about Hardik
Is Hardik Patel a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Hardik holds no broker registration, and Trusted Path Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Hardik charge for financial advice?
Hardik charges a percentage of assets, a flat fee or retainer, hourly fees, an ongoing planning fee and a one-time planning fee.
How much does Hardik charge?
According to Trusted Path Wealth Management's website, checked October 30, 2026: ongoing planning from $3,600 a year; one-time plans from $3,600; $300 an hour; 1% a year on the first tier of assets managed; a $300,000 asset minimum.
Does Hardik work with clients virtually?
Yes. Trusted Path Wealth Management says on its website that it works with clients remotely.
Where is Hardik Patel based?
Hardik Patel is based in Santa Rosa, California.
What does Hardik specialize in?
Hardik's specialties include retirement planning and tax planning. Hardik works with pre-retirees and retirees.
Is Hardik Patel registered with the SEC?
Yes. Hardik Patel is registered as an investment adviser representative in CA (CRD 8083498), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Trusted Path Wealth Management manage?
Trusted Path Wealth Management reports $3.6M across 7 accounts in assets under management.
How do I contact Hardik Patel?
Through Hardik's website, trustedpathwealth.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
- Trusted Path Wealth Management 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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