# PlanPath Financial

PlanPath Financial is an Asset Manager based in Marquette, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Marquette, United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** planpathfinancial.com

## Regulatory record

- **CRD number:** 330175
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/330175

## About

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.

## People

- Amy Buck — CFP®, EA, Owner, CCO

## 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.

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Last updated: 2026-08-11T15:07:49.000Z

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