Firm
Pathways Financial Planning
Portsmouth, New Hampshire
Fee-only
Pathways Financial Planning at a glance
- One of 74 fee-only firms based in New Hampshire in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 38 individual clients, 4 of them high net worth.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in New Hampshire · What fee-only advisors charge in New Hampshire
Facts
| Based in | Portsmouth, New Hampshire |
|---|---|
| Website | pathwaysfp.com |
| [email protected] | |
| Phone | (207) 358-8608 |
Pathways Financial Planning 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.
| Hourly | $250 an hour |
|---|---|
| How it charges | Hourly · Flat fee · Ongoing planning fee |
In the firm's words
"$250/hr" source
"Annual flat fee with a range capped at $9,600/yr" source
"Make an ongoing commitment to your financial goals." 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 | Hourly · Fixed fees |
|---|---|
| Individual clients | 34 |
| High-net-worth clients | 4 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | October 9, 2026 |
| SEC record | CRD 334143 |