# Raul Elizalde

> Raul Elizalde is a fee-only financial advisor at Path Financial in Sarasota, Florida. Path Financial reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/raul-elizalde/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Path Financial
- **Based in:** Sarasota, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $40M across 87 accounts
- **CRD:** 1573563 (https://adviserinfo.sec.gov/individual/summary/1573563)
- **SEC registration:** Investment adviser representative in FL
- **Exams passed:** Series 63 (1994), Series 66 (2008)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.pathfinancial.net

## Frequently asked questions

### Is Raul Elizalde a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Raul holds no broker registration, and Path Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Raul charge for financial advice?

Raul's firm, Path Financial, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Raul Elizalde based?

Raul Elizalde is based in Sarasota, Florida.

### Is Raul Elizalde registered with the SEC?

Yes. Raul Elizalde is registered as an investment adviser representative in FL (CRD 1573563), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Path Financial manage?

Path Financial reports $40M across 87 accounts in assets under management.

### How do I contact Raul Elizalde?

Through Raul's website, www.pathfinancial.net.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1573563): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.
