Narrow Path Guidance, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Narrow Path Guidance offers financial planning and investment consultation to individuals, high-net-worth clients, businesses, foundations, and charitable organizations. Services cover broad-based planning topics — cash flow, retirement, tax and estate planning, education funding, special-needs planning, divorce planning, and business consulting — but the firm does not provide ongoing supervision of investment accounts and reports no assets under management.
The firm favors a passive, diversified investment approach that emphasizes low cost and tax efficiency, primarily recommending broad-based indexed mutual funds and ETFs and encouraging dollar-cost averaging with periodic rebalancing. Investment advice is delivered as consultation rather than discretionary portfolio management; clients are generally expected to implement trades themselves, with the firm assisting on request.
Notable distinctions include an operating relationship under common control with an accounting practice and a managing member who holds CPA/PFS credentials, which results in multiple business relationships for some clients and a material outside business activity. The firm’s compensation structure includes hourly planning engagements (an atypical feature for firms in its category) and does not rely on percentage-of-assets fees, commissions, or 12b-1 trail payments.
Client services
Financial planning
Expertise
Cash flow / budgeting
Debt management
College savings (529s, UTMA, etc.)
Retirement withdrawal strategies
Social Security optimization
Fee options
Fixed (project-based) fee ranging from $2,500 to $7,500 for broad-based financial planning engagements.
$300 per hour, billed in 10-minute increments, for limited (modular) planning engagements.
Fee-only: Fixed fee ranging from $2,500 to $7,500 for broad-based financial planning engagements; hourly fee of $300 per hour billed in 10-minute increments for modular or limited planning engagements.
Main office location
Narrow Path Guidance, LLC
11 West High Street
East Hampton CT 06424, United States
Number of offices
1
Most active in
Narrow Path Guidance, LLC has reported serving >5 clients in these states in the last 12 months.
Connecticut
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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:
-
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
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