Pathsetter Financial
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
PathSetter Financial is a small, state-registered investment adviser that provides investment management and a range of financial planning services, including portfolio construction, ongoing plan monitoring, tax return preparation, and estate‑planning coordination. The firm describes its client base as individuals and high‑net‑worth clients but currently reports no assets under management and operates with a single advisory professional.
The firm combines multiple methods of analysis — including fundamental, technical, charting, and cyclical approaches — within a Modern Portfolio Theory framework and implements both passive and active strategies. It regularly uses third‑party solutions and sub‑advisors (including a robo‑advisor platform and model‑portfolio manager) and can advise on “held‑away” accounts through a third‑party order management/aggregation service to make allocation recommendations without taking custody of client assets.
Compared with peers in the investment‑manager category, PathSetter’s brochure discloses two relatively uncommon practices: it offers public educational seminars and speaking engagements, and it makes hourly financial planning engagements available in addition to project and ongoing planning options. Other notable features include offering tax return preparation and estate‑planning services via third‑party providers and the firm’s small, recently founded structure with a single principal overseeing supervision and client work.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Cash flow / budgeting
Debt management
College savings (529s, UTMA, etc.)
General estate planning guidance
Retirement income strategy
Fee options
Project-based financial planning fixed fees range from $500 to $6,000; educational seminars fees range from free to $2,500; speaking engagements fees range from free to $2,500 plus travel expenses.
$0 - $500,000: 0.50% $500,001 - $1,000,000: 0.35% $1,000,001 - $1,500,000: 0.30% $1,500,001+: 0.25%
$250 per hour for hourly financial planning engagements.
Fee-only: Financial planning fixed fees range from $500 to $8,000 depending on complexity; hourly financial planning at $250 per hour; project-based financial planning fixed fees range from $500 to $6,000.
Main office location
Pathsetter Financial
Coppell TX, United States
Number of offices
1
Most active in
Pathsetter Financial has reported serving >5 clients in these states in the last 12 months.
Texas
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 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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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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