Sunpath Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Sunpath Financial Group serves individual and high-net-worth clients with personalized financial planning and ongoing portfolio management. The firm also integrates institutional third‑party investment managers into client engagements and offers periodic educational workshops along with insurance agency services.
The firm employs a Core + Satellite investment approach that blends indexed, passive core holdings with active satellite positions and may use mutual funds, ETFs, individual equities and bonds, annuities, MLPs, REITs and limited options for hedging. Client work is customized through an initial interview and documentation, with portfolios managed on either a discretionary or nondiscretionary basis and subject to periodic reviews.
Notably, the firm operates an affiliated insurance agency and its principal is a licensed insurance agent who dedicates a substantial portion of time to insurance activities and may earn commissions and renewal income on insurance or annuity sales; the firm discloses these potential conflicts in advance. The regular offering of educational seminars—sometimes sponsor-funded or fee-based—is also an emphasized service and is presented as general education rather than product solicitation.
Client services
Expertise
Fee options
Broad-based financial planning engagements charged fixed project-based fees ranging from $2,500 to $10,000.
$0 - $249,999: 1.50% annually $250,000 - $499,999: 1.25% annually $500,000 - $999,999: 1.00% annually $1,000,000 - $2,999,999: 0.90% annually $3,000,000 - $4,999,999: 0.85% annually $5,000,000+: 0.80% annually
Insurance commissions and renewal income from sales of insurance or fixed annuity contracts by licensed insurance agents.
Modular financial planning services billed at $250 per hour, billed in one-hour increments.
Fee-only: Financial planning fees: fixed fee ranging from $2,500 to $10,000; modular planning hourly rate at $250/hour billed in one-hour increments.
Main office
100 Bayview Circle, Suite 100
Newport Beach CA 92660
Advisors at this office
1
Most active in
California
Also doing business as
Sunpath Financial · Sunpath Financial & Insurance Agency · Sunpath Financial Group Incorporated
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
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