A More Certain Path
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
A More Certain Path provides comprehensive financial planning and investment consultation to individuals, high‑net‑worth clients and small businesses, typically delivered by phone or video conference. The firm conducts portfolio reviews, asset‑allocation consulting and implementation guidance and may recommend unaffiliated third‑party managers when discretionary portfolio management is desired.
The firm emphasizes a risk‑managed, passive investment approach that prioritizes appropriate asset allocation, broad diversification, low‑cost index funds and tax‑aware placement, with periodic rebalancing rather than market timing. Advice is generally non‑discretionary: clients receive written recommendations, retain implementation control, and can opt into an annual plan‑maintenance agreement for ongoing reviews.
Notably, unlike many firms in the investment‑manager category, A More Certain Path reports no client assets under its direct management and does not rely on percentage‑of‑AUM fees, instead using fixed and hourly pricing and offering per‑session consulting. The firm also offers periodic educational workshops and is affiliated with AMCP Tax and Bookkeeping Services, LLC; the affiliated tax‑preparation activity (including the principal’s enrolled‑agent role) is disclosed as a business activity that can affect seasonal availability.
Client services
Expertise
Fee options
$150 - $500 per session or hour, billed in 30-minute increments
Minimum fee: Plan Maintenance Fees typically range from $600 to $3,000 per year (payable in equal monthly installments of $50 - $250 per month) Fee-only: Financial Plan Development fees typically range from $1,600 to $10,000 depending on complexity; Consulting and Hourly Services charged between $150 - $500 per session or hour
Main office
Jefferson LA
Advisors at this office
1
Most active in
Louisiana · Texas
Also doing business as
A More Certain Path · A More Certain Path, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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