Raul Elizalde
Path Financial · Sarasota, Florida
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.
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Facts
| Firm | Path Financial |
|---|---|
| Based in | Sarasota, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $40M across 87 accounts |
| SEC registration | Investment adviser representative in FL · CRD 1573563 |
| Exams passed | Series 63 (1994) · Series 66 (2008) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.pathfinancial.net |
| Profile |
How Raul's firm compares
- Path Financial's average account is about $460,000, from its Form ADV (assets managed divided by 87 accounts).
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Questions about Raul
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.
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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