Broker Check

Pathway Financial Services, LLC

Make Better Financial Decisions


The initial consultation is always free and allows us the opportunity to get to know each other and determine which level of service is appropriate for your needs. Financial planning is a very personal process and the initial consultation is our opportunity to determine if our personalities are conducive to building a healthy working relationship. 

If we agree to continue, Stand-alone projects and Comprehensive financial plans are provided for a flat fee. The amount of the fee is tailored to the level of services required to meet your needs and will be quoted at the end of the initial consultation. Fees average $1500-$3000 for a Comprehensive Financial Plan.

Investment management services are offered on either an annual retainer or as a percentage of assets under management. Fees range from $1,200 to $5,000 per year, or 0.75% to 1.5% of assets, depending upon the complexity of your particular situation and the level of assets under management. Personalized financial planning is included with all investment management services and we work with accounts of all sizes

Pathway Financial Services is a high-value, professional, financial-planning service provider with an outstanding provision of qualified expertise and customer support to complement individualized attention to client needs for a comprehensive experience. At Pathway, we believe that transparency in fees is critical when establishing trustworthy relationships.


Have A Question?

Thank you! Oops!

Recommended Content

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

Insuring Your Business With a Buy/Sell Agreement

It may help your business be better prepared in the event of the death of a principal or key employee.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Google Plus