Trusted Path Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Trusted Path Wealth Management is a fee‑only registered investment adviser that provides discretionary investment management and financial planning to individuals and high‑net‑worth clients. The firm reports approximately $3.58 million in assets under management across three client relationships and offers both project‑based and ongoing planning engagements.
The firm’s investment process is grounded in asset allocation and Modern Portfolio Theory, using a combination of passive and active funds and focusing on long‑term holding periods and risk alignment rather than attempting to outperform specific benchmarks. It customizes portfolios across common instruments (stocks, bonds, mutual funds, ETFs, municipal securities and cash equivalents), implements discretionary trading with client‑imposed restrictions when requested, and follows a structured quarterly planning cadence that covers cash flow, insurance and estate reviews, mid‑year rebalancing, and year‑end tax planning.
What distinguishes this practice from many peers is its very small scale and recent start-up status — a small number of clients and sub‑$4 million in AUM — combined with the adviser’s continued full‑time employment in a separate technology role (disclosed as consuming a substantial portion of trading hours). The brochure also emphasizes a detailed, calendarized ongoing planning service with negotiable fixed project and recurring fees (including an inflation adjustment mechanism that requires documented client consent) and a fee‑only model with no commissions or third‑party compensation.
Client services
Expertise
Fee options
Project-based financial planning fixed fees ranging from $3,600 to $10,500; ongoing financial planning fixed fees ranging from $3,600 to $10,500 per year.
$0 - $2,500,000: 1.00% $2,500,001 - $5,000,000: 0.75% $5,000,001+: 0.50%
Project-based financial planning hourly rate of $300.
Ongoing financial planning offered for a recurring fixed fee paid quarterly, ranging from $3,600 to $10,500.
Account minimum: $300,000 (may be waived on a case-by-case basis) Fee-only: Financial planning fees only, no commissions or sales-related compensation.
Main office
Santa Rosa CA
Advisors at this office
1
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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