Your Path Financial LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Your Path Financial LLC provides discretionary portfolio management, pension consulting, and advisor-led investment guidance to high‑net‑worth individuals, pension and profit‑sharing plans, and business clients. The SEC‑registered firm reports two advisors who manage roughly $2.45 million in client assets across three reported client accounts.
The firm tailors investment advice to each client's objectives and generally operates with discretionary authority, relying heavily on model portfolios and third‑party money managers (TPMMs) whose strategies it selects and monitors. It offers exposure to a broad range of investments—equities, fixed income, mutual funds, ETFs, REITs, structured products, and variable annuities—and notes that tax efficiency is not a primary focus unless agreed in writing.
Distinctive aspects include the firm’s concentrated scale—very few clients and modest AUM relative to many supported peers—and its routine use of TPMMs and the Charles Schwab institutional platform for custody and trade execution. The advisory team also conducts insurance sales as licensed agents and operates an affiliated education service, arrangements that the brochure discloses as potential conflicts of interest tied to commissions and referral compensation.
Client services
Expertise
Fee options
up to 1.2% annually, billed quarterly at up to 0.30% per quarter (negotiable)
Investment adviser representatives are licensed insurance agents and may earn commissions for selling insurance products separate from advisory fees.
Account minimum: $5,000 Fee-only: Annual fee up to 1.2% of assets under management, payable quarterly in arrears, negotiable; Pension consulting fees up to 0.50% annually, billed quarterly in advance, negotiable; No separate fee for TPMM selection, firm shares in TPMM fees.
Main office
See officeAdkins TX
Advisors at this office
1
Most active in
California · Texas
Also doing business as
Your Path Financial · Your Path Financial LLC
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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Anthony H
Series 65
Fort Worth, TX
Your Path Financial LLC
Anthony Hinojosa is a financial advisor at Your Path Financial LLC in Fort Worth, TX, holding a Series 65 designation with five years of industry experience. His prior work includes roles at Mayo Performance and Honda of Fort Worth. He is also a licensed insurance agent offering life insurance and annuities. Your Path Financial LLC provides discretionary and non-discretionary portfolio management and pension consulting to high-net-worth individuals, pension and profit-sharing plans, and corporate clients. The firm typically implements strategies through third-party model portfolios and conducts regular reviews while assisting clients with investment education and a broad range of investment options.
Kathleen K
Series 63, Series 65
Adkins, TX
Your Path Financial LLC
Kathleen Kempf is a financial advisor with Your Path Financial LLC in Adkins, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked at multiple firms including Purshe Kaplan Sterling Investments and Global View Capital Management, LTD. Kempf also writes and conducts educational and spiritual workshops related to money and finance through her role as president of Your Path 4 Prosperity LLC. Your Path Financial LLC provides discretionary and non-discretionary portfolio management and pension consulting services to high-net-worth individuals, pension and profit-sharing plans, and corporate clients. The firm emphasizes tailored investment strategies implemented primarily through third-party model portfolios and conducts ongoing manager monitoring and client reviews.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")