Jeffrey Wiyninger
Pathway Advisor · Fallbrook, California
Jeffrey Wiyninger is a fee-only financial advisor at Pathway Advisor in Fallbrook, California, who holds the CFP credential. Jeffrey focuses on retirement planning, estate & legacy planning and tax planning. Pathway Advisor reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Pathway Advisor |
|---|---|
| Based in | Fallbrook, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $62.5M across 289 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 5458979 |
| Exams passed | Series 66 (2008) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | pathway-advisor.com |
| Profile |
How Jeffrey's firm compares
- Pathway Advisor's average account is about $216,000, from its Form ADV (assets managed divided by 289 accounts).
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Questions about Jeffrey
Is Jeffrey Wiyninger a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeffrey holds no broker registration, and Pathway Advisor reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jeffrey charge for financial advice?
Jeffrey's firm, Pathway Advisor, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jeffrey Wiyninger based?
Jeffrey Wiyninger is based in Fallbrook, California.
What does Jeffrey specialize in?
Jeffrey's specialties include retirement planning, estate & legacy planning, tax planning and small business owners.
What credentials does Jeffrey Wiyninger hold?
Jeffrey Wiyninger holds the CFP credential.
Is Jeffrey Wiyninger registered with the SEC?
Yes. Jeffrey Wiyninger is registered as an investment adviser representative in CA (CRD 5458979), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Pathway Advisor manage?
Pathway Advisor reports $62.5M across 289 accounts in assets under management.
How do I contact Jeffrey Wiyninger?
Through Jeffrey's website, pathway-advisor.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
- Pathway Advisor 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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