PATHFINDER PLANNING LLC

PATHFINDER PLANNING LLC is an SEC-registered investment adviser (CRD 154713). Regulatory assets under management: $29.0M.

Registration

• CRD: 154713
• Type: Registered investment adviser
• Phone: 704-301-7522
• Latest filing: 2026-07-24
• Regulatory AUM: $29.0M
• Discretionary AUM: $29.0M
• Clients: 3
• Accounts: 114

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 154713 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search