Financial Pathway LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$14,525,546
Clients
82
Advisors
1
of 2 employees
About
Financial Pathway is an independent advisory firm that serves individuals (including high-net-worth), charitable organizations, and corporations or other businesses. The firm offers tailored investment management, comprehensive financial planning, limited-scope financial coaching sessions, and retirement plan consulting for employer-sponsored plans, including church-sponsored 403(b) arrangements.
The firm’s investment approach is grounded in Modern Portfolio Theory and factor analysis and emphasizes passive investment management using index mutual funds and ETFs to build diversified portfolios. Financial Pathway reports that it manages assets primarily on a non-discretionary basis—requiring client authorization for trades—and conducts regular (quarterly) account reviews.
Distinctive features for a solo independent adviser include an explicit focus on employer and pension plan consulting and participant education, acceptance of charitable and corporate clients, and the provision of seminars and published curriculum via an outside education business offering personal finance content from a biblical perspective. The firm also operates without wrap or performance-based fee programs, does not aggregate client trades into block orders, and leaves proxy voting and custodian selection under client control.
Client services
Expertise
Fee options
Financial Coaching Session: $250 per session (fixed fee, may be negotiable). Setup fee for 403(b) plans: $500 for first 5 participants; $50 per additional participant.
$0 - $500,000: 1.000% $500,001 - $1,000,000: 0.900% $1,000,001 - $2,000,000: 0.800% $2,000,001 - $5,000,000: 0.650% $5,000,001 - $10,000,000: 0.500%
Fee-only: Fee-only firm compensated solely by Clients; no commissions or sales-related compensation.
Main office
Wesley Chapel FL
Advisors at this office
1
Most active in
Florida · Louisiana · Texas · Virginia
Also doing business as
Financial Pathway · Financial Pathway 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 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
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