Firm
Pathfinder Planning LLC
Lake Wylie, South Carolina
Fee-only
Pathfinder Planning LLC at a glance
- One of 131 fee-only firms based in South Carolina in the Wellspent graph.
- 3 advisors are listed here; all hold the CFP.
- Its Form ADV reports 3 employees and 53 individual clients, 6 of them high net worth.
- Its average account is about $254,000 (assets it manages divided by its 114 accounts).
Fee-only advisors in South Carolina · What fee-only advisors charge in South Carolina
Facts
| Based in | Lake Wylie, South Carolina |
|---|---|
| Website | pathfinderplanningllc.com |
| [email protected] |
Pathfinder Planning LLC fees
Pathfinder Planning LLC 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 |
|---|---|
| Assets managed | $29 million |
| Individual clients | 47 |
| High-net-worth clients | 6 |
| Accounts managed | 114 |
| Employees | 3 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | October 19, 2026 |
| SEC record | CRD 154713 |