Off the Beaten Path Financial
RIAState Registered
Total AUM
$6.1M
Discretionary
$6.1M
100% of AUM
Avg account
$80.3K
Accounts
76
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 323401
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals56.11%
- HNWI43.89%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Off the Beaten Path Financial is an independent RIA organized as a limited liability company and owned by an individual. The firm serves individual and family clients, delivering financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its fee model includes percentage-of-AUM charges alongside hourly and fixed-fee arrangements. The advisor is not positioned as a capital allocator, does not identify as an active ESG investor, and is not reported as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities94%
- Cash & Cash Equivalents5%
- US Government Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations