A complete list of active advisors currently associated with RetirePath Wealth, LLC

Warmer can help you find a great advisor at RetirePath Wealth, LLC or one who fits your needs even better.

RetirePath Wealth serves individual and high-net-worth clients with ongoing portfolio management, financial planning, and tailored consulting. The firm charges asset-based advisory fees for managed accounts and also offers fixed-fee financial plans and hourly consultations. The firm’s advisory program includes both discretionary and non-discretionary authority in writing, uses model portfolios and may hire third‑party sub‑advisors to manage all or portions of client assets, and discloses use of technical, charting, and cyclical analysis among its methods. Although the brochure describes both service types, it reports $86.83 million in client assets as discretionary as of December 31, 2025, and requires clients to use a specific custodian (Charles Schwab) while managing accounts separately rather than aggregating trades. What distinguishes RetirePath Wealth from many peers is its owner’s material involvement in affiliated insurance and tax-preparation businesses and in property-management interests, a relationship the firm discloses as a potential conflict because the owner sells commissioned insurance products. The firm is also relatively new (founded in 2022) but manages a multi‑million dollar asset base with a small advisory team and does not accept proxy voting responsibilities, leaving proxy votes to clients unless assistance is requested.

To learn more about the advisors currently working at RetirePath Wealth, LLC, 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.