Firm
Your Path Fi, LLC
West Chester, Pennsylvania
Fee-only
Your Path Fi, LLC at a glance
- One of 361 fee-only firms based in Pennsylvania in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 11 individual clients, 10 of them high net worth.
- Its average account is about $579,000 (assets it manages divided by its 47 accounts).
- Its ongoing planning fee starts at $12,000 a year, above the Pennsylvania median of $3,600.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Pennsylvania · What fee-only advisors charge in Pennsylvania
Facts
| Based in | West Chester, Pennsylvania |
|---|---|
| Website | yourpathfi.com |
| [email protected] | |
| Phone | (484) 363-3612 |
Your Path Fi, 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.
| Ongoing planning | From $12,000 a year |
|---|---|
| How it charges | Flat fee · Ongoing planning fee |
In the firm's words
"$12,000 /year" source
"$12,000 /year" source
"One transparent annual fee covers your entire plan" source
"One flat annual fee for ongoing planning and investment management across all seven areas." 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 | Fixed fees |
|---|---|
| Assets managed | $27 million |
| Individual clients | 1 |
| High-net-worth clients | 10 |
| Accounts managed | 47 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | February 3, 2026 |
| SEC record | CRD 326564 |