Multipath Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Multipath Wealth Management provides discretionary investment management and financial planning services to individuals and high-net-worth individuals, offering ongoing comprehensive planning, project-based plans, and a recently added two‑hour consultation product for narrow questions. The firm manages about $5.5 million for a small client roster and works with clients on both short-term advisory needs and multi-year implementation relationships.
The adviser constructs individually tailored portfolios using fundamental analysis and a combination of passive and active vehicles, with quarterly reviews and continuous monitoring by the firm’s principal in a single‑advisor model. Clients are asked to custody assets at recommended custodians (Charles Schwab or Altruist), and the firm may implement model portfolios from a custodial model marketplace; model fees can be billed in addition to the firm’s advisory fees.
Noteworthy features for a firm of this size include no stated account minimum, multiple planning fee arrangements (upfront and ongoing fixed/income-based planning fees, project fees, and hourly consultations), and a platform relationship with a custodian that provides technology and support services tied to meeting a platform asset threshold. The principal holds CFP certification and a master’s degree in financial planning and performs all supervision and client reviews directly, which affects both the level of direct access and the firm’s internal oversight structure.
Client services
Expertise
Fee options
Project-based financial planning fees ranging from $2,500 to $6,000
$1 - $1,500,000: 0.5% $1,500,001 - $3,000,000: 0.3% $3,000,001 - $6,000,000: 0.2% over $6,000,000+: 0%
$200 per hour for two-hour consultation minimum
Ongoing comprehensive financial planning fees range from $100 to $625 per month or $300 to $1,875 per quarter
Fee-only: Upfront charge of $1,250 - $2,500 plus ongoing $100 - $625 per month or $300 - $1,875 per quarter for ongoing comprehensive financial planning; Project-based fixed fees ranging from $2,500 to $6,000; Two-hour consultation at $200 per hour with minimum 2 hours
Main office
2191 Pickens Street, Ste 307
Columbia SC 29201
Advisors at this office
1
Most active in
South Carolina
Also doing business as
Multipath Wealth Magement · Multipath Wealth Management · Sanderling Finance, 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
Quick links
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