Firm
Pathway Planning
Brookhaven, Mississippi
Fee-only
Pathway Planning at a glance
- One of 32 fee-only firms based in Mississippi in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 2 employees and 22 individual clients.
- Its average account is about $528,000 (assets it manages divided by its 22 accounts).
Facts
| Based in | Brookhaven, Mississippi |
|---|---|
| Phone | (601) 833-2129 |
Pathway Planning fees
Pathway Planning 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 |
|---|---|
| Assets managed | $12 million |
| Individual clients | 22 |
| Accounts managed | 22 |
| Employees | 2 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | April 6, 2026 |
| SEC record | CRD 117051 |