# Virginia Leon

> Virginia Leon is a fee-only financial advisor at Pathway Advisor in Fallbrook, California. Virginia focuses on retirement planning, estate & legacy planning and tax planning. Pathway Advisor reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/virginia-leon/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Pathway Advisor
- **Based in:** Fallbrook, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $62.5M across 289 accounts
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning, Small business owners
- **CRD:** 5473857 (https://adviserinfo.sec.gov/individual/summary/5473857)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 66 (2011)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://pathway-advisor.com/

## Frequently asked questions

### Is Virginia Leon a fee-only financial advisor?

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

### How does Virginia charge for financial advice?

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

### Where is Virginia Leon based?

Virginia Leon is based in Fallbrook, California.

### What does Virginia specialize in?

Virginia's specialties include retirement planning, estate & legacy planning, tax planning and small business owners.

### Is Virginia Leon registered with the SEC?

Yes. Virginia Leon is registered as an investment adviser representative in CA (CRD 5473857), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Pathway Advisor manage?

Pathway Advisor reports $62.5M across 289 accounts in assets under management.

### How do I contact Virginia Leon?

Through Virginia's website, pathway-advisor.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5473857): 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
- The firm's website (https://pathway-advisor.com/): specialties, clients served, and fees, checked October 30, 2026

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