Joel Grimm
Pathway Financial Advisers · Auburn, Indiana
Joel Grimm is a fee-only financial advisor at Pathway Financial Advisers in Auburn, Indiana. Joel charges a percentage of assets and hourly fees and focuses on retirement planning and estate & legacy planning.
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Specialties
Facts
| Firm | Pathway Financial Advisers |
|---|---|
| Based in | Auburn, Indiana |
| Fee model | Percentage of assets · Hourly |
| Assets under management | $524.2M across 1,832 accounts |
| SEC registration | Investment adviser representative in IN, TX · CRD 6287745 |
| Exams passed | Series 65 (2013) |
| Firm size | 8 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.pathwayria.com |
How Joel's firm compares
- Pathway Financial Advisers's average account is about $286,000, from its Form ADV (assets managed divided by 1,832 accounts).
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Questions about Joel
Is Joel Grimm a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joel holds no broker registration, and Pathway Financial Advisers reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joel charge for financial advice?
Joel charges a percentage of assets and hourly fees.
Where is Joel Grimm based?
Joel Grimm is based in Auburn, Indiana.
What does Joel specialize in?
Joel's specialties include retirement planning and estate & legacy planning.
Is Joel Grimm registered with the SEC?
Yes. Joel Grimm is registered as an investment adviser representative in IN and TX (CRD 6287745), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Pathway Financial Advisers manage?
Pathway Financial Advisers reports $524.2M across 1,832 accounts in assets under management.
How do I contact Joel Grimm?
Through Joel's website, www.pathwayria.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 Financial Advisers 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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