A complete list of active advisors currently associated with Pathsetter Financial
Warmer can help you find a great advisor at Pathsetter Financial or one who fits your needs even better.
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.
To learn more about the advisors currently working at Pathsetter Financial, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Coppell, TX
| 4
|
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