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Pathlight Financial Planning
PATHLIGHT FINANCIAL PLANNING LLC is an SEC-registered investment adviser in PORTLAND, OR. The firm manages approximately $9 million in regulatory assets.
Pathlight Financial Planning
PATHLIGHT FINANCIAL PLANNING LLC is an SEC-registered investment adviser in PORTLAND, OR. The firm manages approximately $9 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Location
Region
North America
Country
United States
Sector focus
Frequently asked questions
Is Pathlight Financial Planning a fiduciary?
Yes. As a registered investment adviser, Pathlight is held to a fiduciary standard under the Investment Advisers Act of 1940. The firm operates on a fee-only basis, which means it does not receive commissions or other compensation tied to product sales. Clients can confirm the firm's status and any disciplinary history through the SEC's Investment Adviser Public Disclosure website.
What services does the firm provide?
The firm provides comprehensive financial planning and investment management. Services typically include retirement planning, cash flow analysis, tax strategy coordination, insurance review, and estate planning guidance. Investment management is discretionary, meaning the firm can trade on a client's behalf once authority is granted.
How does Pathlight charge for its services?
Pathlight charges fees as a percentage of assets under management, a flat retainer, an hourly rate, or a combination depending on the engagement. The exact fee schedule is disclosed in the firm's Form ADV Part 2 brochure, which a prospective client should request and review before signing an advisory agreement.
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