Your Path Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides fee-only financial planning and investment management to individuals and high‑net‑worth clients, offering both project‑based and ongoing planning engagements and coordinating with outside professionals when requested. It states that it does not impose a minimum account size and delivers advice on a range of securities including stocks, bonds, mutual funds, and ETFs.
Rather than managing portfolios in‑house, the firm recommends and monitors independent outside managers and serves as the primary advisor overseeing manager selection and performance; it also has selected a named sub‑advisor relationship for certain client assets. Its stated investment framework is grounded in Modern Portfolio Theory, employs a mix of passive and active vehicles, can incorporate socially responsible/ESG options, and may manage accounts on discretionary or non‑discretionary terms.
Noteworthy for a newly registered, start‑up adviser, the firm reported no assets or clients at filing and has a formal compliance structure with the principal also serving as Chief Compliance Officer while relying on third‑party managers. The principal holds CFP®, Enrolled Agent, and Behavioral Financial Advisor credentials, and the firm requires clients to custody accounts on the institutional platform it recommends.
Client services
Expertise
Occupation focus
Fee options
Project-based financial planning may be charged a fixed fee up to $3,600; initial financial planning fee up to $3,600.
$0 - $250,000: 1.50% $250,001 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.80% $3,000,001 - $5,000,000: 0.50% $5,000,001+: 0.35%
Project-based financial planning hourly fee at $350/hour.
Ongoing financial planning fixed fees ranging from $250 to $1,000 per month, paid monthly in arrears.
Minimum fee: No explicit minimum fee stated; fees are negotiable and vary by client. Fee-only: Financial planning services charged with an initial fee up to $3,600, then ongoing fixed fees from $250 to $1,000 per month, and project-based fees either fixed up to $3,600 or hourly at $350/hour.
Main office
Bloomington MN
Advisors at this office
1
Most active in
Indiana · Minnesota
Also doing business as
Your Path Wealth Management · Your Path Wealth Management 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:
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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
Quick links
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