Pathfinder Planning LLC
Firm details
- Headquarters
- ,
- CRD number
- 154713
- Custodians
- CHARLES SCHWAB & CO., INC., BETTERMENT
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI58.57%
- Individuals41.43%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Pathfinder Planning LLC operates as an independent, individual-owned registered investment adviser focused on serving individuals and families. The firm provides financial planning, portfolio management for individual and small-business clients, and acts as a selector of other advisers when clients need access to external managers. Its fee model mixes AUM-based fees with hourly and fixed-fee engagements. Pathfinder is not listed as an active ESG investor and is recorded as not being a multi-state adviser.
Assets & Accounts
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
- Public Funds/Mutual Funds80%
- Exchange Traded Equities10%
- Cash & Cash Equivalents10%
Contacts
3 of 3
Pamela Horack
FounderCRD 3172152
Aaron Salmon
Director of Investment StrategiesCRD 3072735
Karina Moretz
Lead AdvisorCRD 8218629
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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