Great Path Planning

Great Path Planning is an SEC‑registered advisory firm that serves individual clients — including high‑net‑worth households and business owners — with comprehensive financial planning, portfolio management, limited‑scope project engagements, and one‑time consultations. The firm also provides retirement plan (3(38)) services and advisory work that covers tax planning, estate review, insurance analysis, and employee benefits.

The firm generally implements a passive, low‑cost investment approach built around diversified asset allocations using index mutual funds and ETFs, while accommodating model portfolios and occasional direct holdings in fixed income, equities, or options when appropriate. Client relationships are delivered on an ongoing, discretionary basis with an initial multi‑meeting planning process and regular reviews and rebalancing tailored to life events and business complexities.

Noteworthy aspects that distinguish Great Path from many peers include an affiliated tax and business consulting practice (Great Path Tax Services) led by a principal who is an Enrolled Agent, with the firm disclosing the affiliation and noting clients are under no obligation to use those services. The firm also offers educational seminars, uses client testimonials and third‑party ratings in its advertising, and — unusually for similar supported firms — generally does not rely on percentage‑of‑AUM billing, instead assigning flat and project‑based fees based on client complexity.