Pathway Financial Advisors, LLC at a glance
- One of 307 fee-only firms based in Georgia in the Wellspent graph.
- 6 advisors are listed here; all hold the CFP.
- Its Form ADV reports 11 employees and 253 individual clients, 200 of them high net worth.
- Its average account is about $1.4 million (assets it manages divided by its 1,147 accounts).
Fee-only advisors in Georgia · What fee-only advisors charge in Georgia
Facts
| Based in | Atlanta, Georgia |
|---|---|
| Website | pathwayadvisors.com |
| [email protected] | |
| Phone | (404) 812-4979 |
Questions about Pathway Financial Advisors, LLC
How is Pathway Financial Advisors, LLC paid?
Pathway Financial Advisors, LLC's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Pathway Financial Advisors, LLC have in the Wellspent public graph?
The Wellspent public graph lists 6 advisors at Pathway Financial Advisors, LLC, and 6 hold the CFP.
What is the average account at Pathway Financial Advisors, LLC?
Pathway Financial Advisors, LLC's average account is about $1.4 million. That's the assets on its Form ADV divided by its 1,147 accounts.
What does Pathway Financial Advisors, LLC specialize in?
Pathway Financial Advisors, LLC's advisors and website list estate & legacy planning, retirement planning and tax planning.
Pathway Financial Advisors, LLC fees
Pathway Financial Advisors, 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 | $1.6 billion |
| Individual clients | 53 |
| High-net-worth clients | 200 |
| Accounts managed | 1,147 |
| Employees | 11 |
| Planning clients | 251-500 |
| Registered with | The SEC (801-64598) |
| Financial planning | Offered |
| Form ADV filed | July 31, 2026 |
| SEC record | CRD 124801 |