Firm
Multipath Wealth Management
Columbia, South Carolina
Fee-only
Multipath Wealth Management at a glance
- One of 131 fee-only firms based in South Carolina in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 15 individual clients, 5 of them high net worth.
- Its average account is about $110,000 (assets it manages divided by its 50 accounts).
- Its ongoing planning fee starts at $1,200 a year, below the South Carolina median of $3,600.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in South Carolina · What fee-only advisors charge in South Carolina
Facts
| Based in | Columbia, South Carolina |
|---|---|
| Website | multipathwealth.com |
| [email protected] | |
| Phone | (307) 395-9700 |
Multipath Wealth Management fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $1,200 a year |
|---|---|
| Account minimum | None |
| How it charges | Ongoing planning fee |
In the firm's words
"Monthly fee between $100 to $625" source
"I do not have a minimum account size." source
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 · Fixed fees |
|---|---|
| Assets managed | $6 million |
| Individual clients | 10 |
| High-net-worth clients | 5 |
| Accounts managed | 50 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | September 22, 2026 |
| SEC record | CRD 306130 |