Firm
Great Path Planning
Goshen, New York
Fee-only
Great Path Planning at a glance
- One of 480 fee-only firms based in New York in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 3 employees and 66 individual clients, 55 of them high net worth.
- Its average account is about $591,000 (assets it manages divided by its 283 accounts).
Fee-only advisors in New York · What fee-only advisors charge in New York
Facts
| Based in | Goshen, New York |
|---|
Great Path Planning fees
Great Path Planning 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 | Hourly · Fixed fees |
|---|---|
| Assets managed | $167 million |
| Individual clients | 11 |
| High-net-worth clients | 55 |
| Accounts managed | 283 |
| Employees | 3 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-119391) |
| Financial planning | Offered |
| Form ADV filed | March 20, 2026 |
| SEC record | CRD 284461 |