SimplePath Wealth Management, LLC
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About
SimplePath Wealth Management provides discretionary asset management, financial planning, and retirement-plan advisory services for individuals, high-net-worth clients, businesses and business owners. The firm also recommends and monitors third-party managers and sub‑advisors and describes a typical account minimum of $500,000 (waivable at the firm’s discretion).
The firm’s investment work combines discretionary portfolio management with a range of analysis methods (fundamental, technical, charting and cyclical) and may place client assets on the AssetMark platform or with other TPMs that SWM selects and monitors. Financial plans are delivered within a stated six‑month timeframe, and the firm also conducts educational seminars and workshops for the public and plan participants (materials and small attendance fees apply), described as strictly educational rather than specific investment or tax advice.
Notable features in the brochure include an explicit ERISA 3(21) limited‑scope fiduciary role and participant education/group enrollment support for retirement plans, as well as an affiliation with an insurance business (management spends a material portion of time on that activity) and a small unrelated landlord activity. The brochure discloses referral and platform compensation arrangements (including receiving a portion of TPM fees and potential platform allowances) and reports no client assets under management as of the stated calculation date, which may be relevant when evaluating current scale and capacity.
Client services
Expertise
Occupation focus
Fee options
Financial planning fees up to $10,000, billed 50% in advance with balance due upon delivery; fees may be waived if plan implemented through firm.
Under $250,000 - $250,000: 1.85% $250,000 - $500,000: 1.60% $500,001 - $1,000,000: 1.50% $1,000,001 - $3,000,000: 1.35% $3,000,001 - $5,000,000: 1.25% $5,000,001 - $7,500,000: 1.20% Above $7,500,000+: Negotiable
Account minimum: $500,000
Main office
220 Ppalm Harbor Blvd.
Palm Harbor FL 34683
Advisors at this office
2
Most active in
Florida · Texas
Also doing business as
Simplepath Retirement, LLC · Simplepath Wealth Management, LLC · Women's Wealth Advisor
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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
Quick links
Advisors at this firm
Celine P
Series 65
Palm Harbor, FL
SimplePath Wealth Management, LLC
Celine Pastore is a financial advisor at SimplePath Wealth Management, LLC with 11 years of industry experience. She holds a Series 65 credential and has held roles at multiple firms, including J.W. Cole Advisors, Inc. and Global Financial Private Capital, LLC. In addition to her advisory work, she is a licensed insurance agent with SimplePath Insurance & Tax Planning, LLC, dedicating a portion of her time to those services. SimplePath Wealth Management provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, businesses, and business owners. The firm uses a variety of analysis methods and manages client assets through selected third-party managers and platforms.
Maxime C
CFP®, Series 65
Palm Harbor, FL
SimplePath Wealth Management, LLC
Maxime Choiniere is a CFP® professional with 10 years of experience in financial advising. He currently serves at SimplePath Wealth Management, LLC and SimplePath Insurance & Tax Planning, LLC, where he divides his time between investment advisory and licensed insurance activities. His prior experience includes roles at J.W. Cole Advisors, Inc. and Global Financial Private Capital, LLC. SimplePath Wealth Management provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, businesses, and business owners. The firm uses a combination of fundamental, technical, charting, and cyclical analysis methods and monitors third-party managers to manage client portfolios.
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