Pathway Financial Planning, LLC
Novi, Michigan
Pathway Financial Planning, LLC at a glance
- One of 237 fee-only firms based in Michigan in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 22 individual clients.
- Its average account is about $391,000 (assets it manages divided by its 96 accounts).
Fee-only advisors in Michigan · What fee-only advisors charge in Michigan
Facts
| Based in | Novi, Michigan |
|---|---|
| Website | pathwayplanning.com |
| [email protected] | |
| Phone | (248) 567-2160 |
Questions about Pathway Financial Planning, LLC
How much does Pathway Financial Planning, LLC charge?
Pathway Financial Planning, LLC publishes these prices: asset-based fee: 0.5% a year on the first tier of assets. We found this on its website, checked October 28, 2026.
Does Pathway Financial Planning, LLC have an account minimum?
Yes. Pathway Financial Planning, LLC states an account minimum of $500,000. We found this on its website, checked October 28, 2026.
How is Pathway Financial Planning, LLC paid?
Pathway Financial Planning, LLC's Form ADV says it is paid by: percentage of assets.
How many advisors does Pathway Financial Planning, LLC have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Pathway Financial Planning, LLC.
What is the average account at Pathway Financial Planning, LLC?
Pathway Financial Planning, LLC's average account is about $391,000. That's the assets on its Form ADV divided by its 96 accounts.
What does Pathway Financial Planning, LLC specialize in?
Pathway Financial Planning, LLC's advisors and website list retirement planning and tax planning.
Pathway Financial Planning, LLC 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.
| Asset-based fee | 0.5% a year on the first tier of assets |
|---|---|
| Account minimum | $500,000 |
| How it charges | Percentage of assets |
In the firm's words
"$1 TO $1,000,000 0.50%" source
"Minimum total investment assets for the entire household must be at least $500,000 for our Investment Management Services." 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 |
|---|---|
| Assets managed | $38 million |
| Individual clients | 22 |
| Accounts managed | 96 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | March 11, 2026 |
| SEC record | CRD 159416 |