Jonathan Smith
Pathway Financial Advisors · South Burlington, Vermont
Jonathan Smith is a fee-only financial advisor at Pathway Financial Advisors in South Burlington, Vermont, who holds the CFP credential. Pathway Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Pathway Financial Advisors |
|---|---|
| Based in | South Burlington, Vermont |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.65B across 1,147 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in VT · CRD 3128341 |
| Exams passed | Series 63 (2005) · Series 65 (2016) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.pathwayadvisors.com |
How Jonathan's firm compares
- Pathway Financial Advisors's average account is about $1.4 million, from its Form ADV (assets managed divided by 1,147 accounts).
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Questions about Jonathan
Is Jonathan Smith a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jonathan holds no broker registration, and Pathway Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jonathan charge for financial advice?
Jonathan's firm, Pathway Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jonathan Smith based?
Jonathan Smith is based in South Burlington, Vermont.
What credentials does Jonathan Smith hold?
Jonathan Smith holds the CFP credential.
Is Jonathan Smith registered with the SEC?
Yes. Jonathan Smith is registered as an investment adviser representative in VT (CRD 3128341), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Pathway Financial Advisors manage?
Pathway Financial Advisors reports $1.65B across 1,147 accounts in assets under management.
How do I contact Jonathan Smith?
Through Jonathan's website, www.pathwayadvisors.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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