Joshua Scannell
Future Path Financial Planning · Niceville, Florida
Joshua Scannell is a fee-only financial advisor at Future Path Financial Planning in Niceville, Florida. Future Path Financial Planning reports charging a percentage of assets, a subscription and fixed fees on its Form ADV.
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Facts
| Firm | Future Path Financial Planning |
|---|---|
| Based in | Niceville, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Subscription · Fixed fees |
| Assets under management | $2.3M across 15 accounts |
| SEC registration | Investment adviser representative in FL, LA · CRD 7875572 |
| Exams passed | Series 66 (2025) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | legacygrowthwm.com |
| Profile |
How Joshua's firm compares
- Future Path Financial Planning's average account is about $153,000, from its Form ADV (assets managed divided by 15 accounts).
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Questions about Joshua
Is Joshua Scannell a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joshua holds no broker registration, and Future Path Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joshua charge for financial advice?
Joshua's firm, Future Path Financial Planning, reports charging a percentage of assets, a subscription and fixed fees on its SEC Form ADV.
Where is Joshua Scannell based?
Joshua Scannell is based in Niceville, Florida.
Is Joshua Scannell registered with the SEC?
Yes. Joshua Scannell is registered as an investment adviser representative in FL and LA (CRD 7875572), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Future Path Financial Planning manage?
Future Path Financial Planning reports $2.3M across 15 accounts in assets under management.
How do I contact Joshua Scannell?
Through Joshua's website, legacygrowthwm.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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