Virginia Leon
Pathway Advisor · Fallbrook, California
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.
Request an introduction to Virginia →
Specialties
Facts
| Firm | Pathway Advisor |
|---|---|
| Based in | Fallbrook, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $62.5M across 289 accounts |
| SEC registration | Investment adviser representative in CA · CRD 5473857 |
| Exams passed | Series 66 (2011) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | pathway-advisor.com |
| Profile |
How Virginia's firm compares
- Pathway Advisor's average account is about $216,000, from its Form ADV (assets managed divided by 289 accounts).
Request an introduction to Virginia
Tell Virginia a little about what you're looking for. Virginia isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Virginia
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.
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
- Pathway Advisor website : specialties, clients served, and fees, checked October 30, 2026
- 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.
See something wrong? Request a correction. Read our methodology.