Robert Pierangeli
Pathway Financial Advisory · Edwards, Colorado
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.
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Facts
| Firm | Pathway Financial Advisory |
|---|---|
| Based in | Edwards, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $82.5M across 105 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CO, TX, WA, WI · CRD 6754375 |
| Exams passed | Series 65 (2017) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.pathwayfinancialadvisory.com |
| Profile |
How Robert's firm compares
- Pathway Financial Advisory's average account is about $786,000, from its Form ADV (assets managed divided by 105 accounts).
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Questions about Robert
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.
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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