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Pathlight Financial Planning
PATHLIGHT FINANCIAL PLANNING LLC is a state-registered investment adviser in PORTLAND, OR. The firm manages approximately $9 million in regulatory assets.
Overview
PATHLIGHT FINANCIAL PLANNING LLC is a state-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.
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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