A complete list of active advisors currently associated with Trusted Path Wealth Management, LLC
Warmer can help you find a great advisor at Trusted Path Wealth Management, LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Trusted Path Wealth Management, 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.
Name |
Location |
Years of experience |
|---|---|---|
Santa Rosa, CA
| 1
|
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