# Robert Pierangeli

> Robert Pierangeli is a fee-only financial advisor at Pathway Financial Advisory in Edwards, Colorado, who holds the CFP credential. Pathway Financial Advisory reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Pathway Financial Advisory
- **Based in:** Edwards, Colorado
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $82.5M across 105 accounts
- **Credentials:** CFP
- **CRD:** 6754375 (https://adviserinfo.sec.gov/individual/summary/6754375)
- **SEC registration:** Investment adviser representative in CO, TX, WA, WI
- **Exams passed:** Series 65 (2017)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.pathwayfinancialadvisory.com/

## Frequently asked questions

### Is Robert Pierangeli a fee-only financial advisor?

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

### How does Robert charge for financial advice?

Robert's firm, Pathway Financial Advisory, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Robert Pierangeli based?

Robert Pierangeli is based in Edwards, Colorado.

### What credentials does Robert Pierangeli hold?

Robert Pierangeli holds the CFP credential.

### Is Robert Pierangeli registered with the SEC?

Yes. Robert Pierangeli is registered as an investment adviser representative in CO, TX, WA and WI (CRD 6754375), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Pathway Financial Advisory manage?

Pathway Financial Advisory reports $82.5M across 105 accounts in assets under management.

### How do I contact Robert Pierangeli?

Through Robert's website, www.pathwayfinancialadvisory.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6754375): 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.