PATHFINDER WEALTH ADVISORS, LLC

Overview

Pathfinder Wealth Advisors, LLC is an independent registered investment advisor that focuses on financial planning and portfolio management for individual and family clients, as well as small-business owners. The firm operates as a capital allocator, meaning it builds client portfolios through a mix of proprietary advisory solutions and selected third‑party managers. Its client engagement model includes fee‑based relationships charged as a percentage of assets under management, with additional hourly and fixed‑fee options for planning and consulting work. Since its SEC registration in 2019 the firm has emphasized use of public pooled vehicles alongside allocations to external alternative managers. Pathfinder provides selection of other advisers as a formal service, which suggests they curate external managers for strategies clients cannot access or for clusters of specialized exposure. The firm does not position itself as an active ESG investor and is not structured to serve institutional pension mandates. Pathfinder also lists an industry affiliation with an insurance company, which can influence its product menu, particularly for clients who seek annuity or insurance‑based planning solutions.

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Public Holdings

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Location & Offices