Karina Moretz
Pathfinder Planning · Lake Wylie, South Carolina
Karina Moretz is a fee-only financial advisor at Pathfinder Planning in Lake Wylie, South Carolina, who holds the CFP and ChFC credentials. Pathfinder Planning reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Pathfinder Planning |
|---|---|
| Based in | Lake Wylie, South Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $29.0M across 114 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in NC, SC, TX · CRD 8218629 |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.pathfinderplanningllc.com |
How Karina's firm compares
- Pathfinder Planning's average account is about $254,000, from its Form ADV (assets managed divided by 114 accounts).
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Questions about Karina
Is Karina Moretz a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Karina holds no broker registration, and Pathfinder Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Karina charge for financial advice?
Karina's firm, Pathfinder Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Karina Moretz based?
Karina Moretz is based in Lake Wylie, South Carolina.
What credentials does Karina Moretz hold?
Karina Moretz holds the CFP and ChFC credentials.
Is Karina Moretz registered with the SEC?
Yes. Karina Moretz is registered as an investment adviser representative in NC, SC and TX (CRD 8218629), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Pathfinder Planning manage?
Pathfinder Planning reports $29.0M across 114 accounts in assets under management.
How do I contact Karina Moretz?
Through Karina's website, www.pathfinderplanningllc.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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