Advisor at Your Path Financial LLC
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Firm
Your Path Financial LLC
Location
Fort Worth, TX
Credentials
Series 65
Industry experience
5 years
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.
Based on Your Path Financial LLC
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.
Fort Worth, TX
California · Texas
Your Path Financial
2021 - Present (5 years)
Your Path Financial
2019 - 2021 (2 years)
Mayo Performance
2019 - 2019 (1 year)
Lowes Home Improvement
2018 - 2019 (1 year)
SELF EMPLOYED
2018 - 2018 (1 year)
Loomis Armored
2018 - 2018 (1 year)
Honda of Fort Worth
2013 - 2018 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
CFP®
Fort Worth, TX
Waymaker Financial Planning
Michelle Vargas, Certified Financial Planner™ is the President of Waymaker Financial Planning, a Fee-Only firm that provides transparent and accessible financial guidance. She enjoys helping clients navigate and plan all aspects of their financial life so that they will worry less about their future and free up more time to spend doing what they love. After earning a degree in Finance from the University of Southwestern Louisiana in 1990, she moved to Florida and started her career with Harcourt Brace Publishing. Her journey into personal finance began when she signed up for her 401K and wanted to learn about additional options to plan for retirement. This eventually led to working as a financial advisor and completing the extensive education requirements for becoming a CFP® in 1998. She believes her experience as a young professional searching for unbiased advice enables her to better serve Gen XY professionals because she remembers what it was like being in their shoes. As a former homeschool parent and the wife of a federal employee, she is passionate about helping women, homeschool families, and federal workers plan wisely for a comfortable financial future. In her spare time, she enjoys hiking in Colorado, barbecuing with family, and working in her garden.
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