Firm
ClearPath Capital Partners
Menlo Park, California
Fee-only
Facts
| Based in | Menlo Park, California |
|---|---|
| Website | clearpathcapital.com |
| [email protected] | |
| Phone | (415) 682-6900 |
ClearPath Capital Partners fees
ClearPath Capital Partners doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees · Performance-based fees |
|---|---|
| Assets managed | $161 million |
| Individual clients | 9 |
| Financial planning | Offered |
| Form ADV filed | April 1, 2026 |
| SEC record | CRD 111756 |