Narrow Path Guidance, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
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
11 West High Street
East Hampton CT 06424
Advisors at this office
1
Most active in
Connecticut
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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:
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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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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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