Advisor at Pathways Wealth Management, Inc.
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Firm
Pathways Wealth Management, Inc.
Location
Tipp City, OH
Credentials
Series 63, Series 65
Industry experience
15 years
Andrea Clark is a financial advisor at Pathways Wealth Management, Inc. with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Pathways Wealth Management since 2010, with a ten-year tenure at LM Kohn & Company. Outside of her advisory role, she operates T & H Consulting, providing RIA compliance consulting and genealogy services. Pathways Wealth Management advises individuals and various entities, including trusts, estates, business entities, and qualified retirement plans, offering investment management and personalized financial planning. The firm serves both high-net-worth and non-HNW clients and employs a long-term asset allocation strategy combined with fundamental, technical, and cyclical analysis.
Based on Pathways Wealth Management, Inc.
Fixed fees ranging from $500 to $10,000 for financial planning services, depending on complexity.
Up to 1.50% per annum (maximum advisory fee)
Advisory persons licensed as insurance professionals earn commissions for insurance product sales separate from advisory fees.
Up to $250 per hour for financial planning services.
Tipp City, OH
Ohio
Pathways Wealth Management
2024 - Present (2 years)
LM Kohn & Company
2015 - 2025 (10 years)
Pathways Wealth Management
2010 - 2024 (14 years)
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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.
CFA®, Series 66
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ChFC®
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Series 63
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Wellness Investment Advisers LLC
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