Pathlight Financial Planning LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Pathlight Financial Planning LLC is an independent, fee‑only registered investment adviser that provides comprehensive financial planning and discretionary wealth management for individuals and high‑net‑worth clients. The firm combines ongoing portfolio supervision with tailored planning work across net worth, cash flow, retirement, tax, and estate considerations.
The firm’s investment approach centers on asset allocation with a mix of passive and active tools, using fundamental and technical analysis as appropriate and evaluating mutual funds and ETFs for manager track record and holdings overlap. It also offers socially responsible investing options, including customized ESG screens and portfolios of individual securities supported by third‑party research, and accepts limited discretionary trading authority while permitting written client restrictions.
Notable operational features include a requirement that clients establish accounts on the firm’s recommended institutional custodial platform (Altruist Financial, LLC) and a policy of implementing trades on an individual rather than aggregated (block) basis. The firm is a recent start‑up led by a CFP®‑certified principal, maintains a small client roster allowing individualized attention, and the principal’s active service on professional and community boards is highlighted in the brochure.
Client services
Expertise
Fee options
$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.90% $1,000,001 - $1,500,000: 0.80% $1,500,001 - $2,000,000: 0.70% $2,000,001 - $2,500,000: 0.60% $2,500,001+: 0.50%
Account minimum: $500,000 (minimum account size requirement to open or maintain account; may be reduced or waived case-by-case) Minimum fee: Financial planning fee for clients with less than $500,000 AUM ranges from $1 to $1,250 quarterly, offset by any AUM fees paid during same period Fee-only: Firm is fee-only; no commissions or other sales-related compensation received
Main office
2701 NW Vaughn St, Suite 770
Portland OR 97210
Advisors at this office
1
Most active in
Oregon
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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