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PlanPath Financial
Planpath Financial is a flat-fee fiduciary financial planning firm focused on retirement and tax planning. It is independent and not affiliated with a...
PlanPath Financial
Planpath Financial is a flat-fee fiduciary financial planning firm focused on retirement and tax planning. It is independent and not affiliated with a broker-dealer, bank, or insurance company. The firm offers holistic planning covering retirement, tax, education, and estate planning, and serves clients virtually across the U.S. while based in Marquette, Michigan.
General information
Firm type
Asset Manager
Location
Region
North America
Country
United States
City
Marquette
Principals
Amy Buck
CFP®, EA, Owner, CCO
Frequently asked questions
Who makes investment decisions at PlanPath Financial?
The firm has not publicly identified its executive leadership, chief investment officer, or investment committee members. No named principals, portfolio managers, or founders are verifiable through the firm's own communications or leading financial databases. This lack of named-decision-maker attribution is unusual for an RIA and limits a due-diligence assessment of the team's experience and tenure.
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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