Firm
Pathway Financial Advisers
Auburn, Indiana
Fee-only
Pathway Financial Advisers at a glance
- One of 147 fee-only firms based in Indiana in the Wellspent graph.
- 6 advisors are listed here; 1 of 6 hold the CFP.
- Its Form ADV reports 8 employees and 815 individual clients, 142 of them high net worth.
- Its average account is about $286,000 (assets it manages divided by its 1,832 accounts).
Fee-only advisors in Indiana · What fee-only advisors charge in Indiana
Facts
| Based in | Auburn, Indiana |
|---|---|
| Website | pathwayria.com |
| Phone | (260) 925-2887 |
Pathway Financial Advisers fees
Pathway Financial Advisers doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets, hourly. 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 | $524 million |
| Individual clients | 673 |
| High-net-worth clients | 142 |
| Accounts managed | 1,832 |
| Employees | 8 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-80650) |
| Financial planning | Offered |
| Form ADV filed | March 11, 2026 |
| SEC record | CRD 166237 |