PATHFINDER PLANNING AND INVESTMENTS

Overview

Pathfinder Planning And Investments is organized as a limited liability company and is registered with the SEC in 2026. The firm is individually owned and classifies itself outside standard buckets used in the dataset. It reports being newly formed and operates on a single-state basis rather than as a multi-state adviser. The business focuses on fee-based advisory services with a mix of percentage-of-AUM, hourly, and fixed-fee arrangements. Core advisory activities listed are financial planning, portfolio management for individuals and small businesses, and the delivery of educational seminars or workshops. The firm does not identify as an active ESG investor, does not act as a capital allocator, and does not advertise pension consulting or related-adviser relationships.

Assets & Accounts

Investments & Alternatives

Location & Offices