Create Your Path LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides financial planning and portfolio management services to individual and high-net-worth clients, offering comprehensive, project-based, and hourly planning options. It serves clients who want an integrated planning relationship—investment management is delivered as part of ongoing comprehensive planning rather than as a standalone service—and the firm also supports do-it-yourself users through an online academy and related content.
The firm’s investment approach emphasizes Modern Portfolio Theory and primarily passive management using diversified index funds and ETFs, with portfolios constructed to match client-specific investment policy statements and risk tolerances. It also discloses the use of margin/borrowing in client accounts and discusses the attendant risks, and it manages accounts on a discretionary basis consistent with each client’s stated objectives and restrictions.
Compared with many independent peers, the firm combines a small, client-focused practice with several uncommon features: it publishes client-facing content (a blog/periodical and community platform with event access), runs an online Retirement Academy and educational programming, and employs fixed or subscription-style planning fees rather than primarily charging advisory fees based on a percentage of assets. The firm’s background in tax and federal benefits content and its narrow client roster give it a more education- and benefits-oriented service mix than typical peer firms.
Client services
Expertise
Fee options
Fixed fee financial planning between $200 and $8,000; half due upfront, remainder at completion
Hourly Financial Planning engagements at $200 to $350 per hour; minimum 2 hours required
Ongoing Comprehensive Financial Planning monthly fee between $175 and $350 per month
Minimum fee: Upfront portion of Ongoing Comprehensive Financial Planning fee ranges from $900 to $5,000 Fee-only: Financial Planning hourly fee between $200 and $350 per hour; fixed fees range from $200 to $8,000
Main office
Bonita CA
Advisors at this office
1
Most active in
California · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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