A complete list of active advisors currently associated with Pathways Advisory Group, Inc.
Warmer can help you find a great advisor at Pathways Advisory Group, Inc. or one who fits your needs even better.
Pathways Advisory Group provides fee-only financial planning and investment advisory services to individuals and families (including high-net-worth clients), as well as trusts, retirement plan sponsors, and business entities. The firm offers non‑discretionary investment management, retirement-plan and trustee consulting, a Foundational Consulting program for beginning investors, and occasional pro bono financial education; it reports managing roughly $388 million for about 165 clients and employs five advisors. Its investment approach emphasizes diversified, evidence‑based portfolios constructed mainly with low‑cost institutional‑class mutual funds and ETFs, with the firm describing passive, asset‑allocation-driven strategies and periodic tilts toward small‑cap and value exposures rather than market timing. Portfolios are implemented on a non‑discretionary basis under a limited power of attorney, and clients receive quarterly performance reports and other periodic account communications. Distinctive for a team of its size, Pathways manages the bulk of its assets on a non‑discretionary basis so clients retain final trade approval, a model that differs from the more common discretionary arrangements used by many peers. The firm also maintains a structured pathway for smaller or early‑stage investors through its Foundational Consulting Service (a fixed first‑year consulting fee that transitions to hourly billing until the client reaches $400,000 in assets under management) and provides routine quarterly reports/periodicals as part of its client communications.
To learn more about the advisors currently working at Pathways Advisory Group, Inc., 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 |
|---|---|---|
Fresno, CA
| 18
| |
Fresno, CA
| 15
| |
Fresno, CA
| 6
| |
Fresno, CA
| 0
| |
Fresno, CA
| 22
|
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