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Great Path Planning
Great Path Planning was founded in 2016 and is headquartered in Goshen, Indiana. The firm operates as a fee-based registered investment adviser providing...
Great Path Planning
Great Path Planning was founded in 2016 and is headquartered in Goshen, Indiana. The firm operates as a fee-based registered investment adviser providing financial planning and asset management to individuals, families, and corporate clients. The practice was built to address the retirement planning, tax strategy, and wealth transfer needs of a client base concentrated in the Midwest. The firm structures its investment approach through personalized portfolio management and comprehensive financial planning. Portfolio construction typically draws on a mix of equity and fixed-income allocations, often executed via mutual funds and exchange-traded funds, calibrated to individual risk tolerance and time horizon. The firm's planning engagements integrate cash flow analysis, Social Security optimization, and insurance reviews. Client assets are custodied at third-party broker-dealers, in keeping with the independent RIA custody model common among local advisory firms. The practice operates from its single Goshen location. The team's scale reflects a boutique advisory model, with specific professional headcount undisclosed. The firm has not disclosed significant capital events, adjacent family-office vehicles, or philanthropic structures. No recent fund launches or firm-level transactions have been announced. Great Path Planning's structural posture is that of a Main Street fiduciary—a locally embedded planner operating under the Investment Advisers Act of 1940. Unlike multi-family offices or institutional allocators, the firm's independence is derived from its fee-based compensation structure and reliance on third-party custody, which separates advisory authority from asset possession.
General information
Firm type
Bank / Wealth / Trust
Year founded
2016
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Goshen
Corporate office
Goshen, IN, United States
Frequently asked questions
Is Great Path Planning a fiduciary?
As a registered investment adviser operating in the United States, Great Path Planning is held to a fiduciary standard under the Investment Advisers Act of 1940. This requires the firm to act in its clients' best interests, disclosing any material conflicts of interest. The specific Form ADV Part 2A would detail the firm's exact fee structure, disciplinary history, and conflicts, but the foundational regulatory obligation is a fiduciary one.
How does Great Path Planning charge for its services?
The firm's curated record indicates it provides fee-based investment advisory services. In practice for an independent RIA of this profile, this typically includes an asset-based fee charged as a percentage of assets under management, with separate fixed or hourly fees available for stand-alone financial planning engagements. Exact fee schedules are disclosed in the firm's Form ADV, available through the SEC's Investment Adviser Public Disclosure database.
Who custodies client assets at Great Path Planning?
The firm does not custody client assets directly. Like most independent RIAs, Great Path Planning likely uses a third-party qualified custodian such as Charles Schwab, Fidelity, or Pershing to hold client securities. This separation of custody and management is a key structural safeguard that protects clients from misappropriation of assets.
What investment vehicles does Great Path Planning typically use?
Based on its profile as a regional planning-led RIA, the firm likely constructs portfolios using a mix of low-cost mutual funds and exchange-traded funds across domestic and international equity, investment-grade fixed income, and possibly alternative allocations. Individual stock and bond selection is less common among firms of this scale, which tend to favor strategic asset allocation models over concentrated single-security bets.
Does Great Path Planning act as a multi-family office?
No. The firm's curated record and geographic footprint suggest a traditional wealth management and planning practice. It likely does not offer the consolidated reporting, direct private investment access, tax-preparation services, or family governance counsel that characterize a multi-family office. Its posture is that of a comprehensive, planning-first RIA for local clients rather than a multi-generational family office complex.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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