Create Your Path LLC

Overview

Create Your Path LLC is an independent registered investment adviser serving individual and family clients with a small, relationship-driven practice. The firm charges fixed fees and hourly consulting fees and focuses on financial planning, portfolio management for individuals and small businesses, publication of periodicals/newsletters, and educational seminars or workshops. It does not identify as an active ESG investor, is not a multi-state adviser, and does not operate as a capital allocator. From an investment posture the firm favors pooled public vehicles rather than direct concentrated stock positions. Advisory work appears oriented toward planning-driven engagements and discretionary management on modest account sizes, which aligns with an hourly/fixed-fee advice model and a hands-on client education component.

Assets & Accounts

Public Holdings

Location & Offices