Advisor at Right Path Financial Planning, L.L.C.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Right Path Financial Planning, L.L.C.
Location
Dudley, NC
Credentials
Series 65
Industry experience
< 1 year
Ongoing Comprehensive Financial Planning initial fee ranges from $2,000 to $5,000; ongoing monthly fees range from $150 to $500
0.50% annually
$250 per hour for Hourly Fee Financial Planning
Ongoing Comprehensive Financial Planning ongoing monthly fee ranges from $150 to $500
Fee-only: Ongoing Comprehensive Financial Planning: initial fee $2,000 to $5,000; ongoing monthly fee $150 to $500; Hourly Fee Financial Planning: $250 per hour
Right Path Financial Planning, LLC
2025 - Present (1 year)
Lewis Farm Co., Inc.
2003 - 2025 (22 years)
Shelton Lewis Hog Farm
1989 - Present (37 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.
Series 66
Goldsboro, NC
Edward Jones
PFS™, Series 63, Series 65
Goldsboro, NC
Physicians Financial Services, Inc.
Series 66
Goldsboro, NC
Credit Union Investment Services
Series 66
Goldsboro, NC
Janney Montgomery Scott
Series 66
Goldsboro, NC
Janney Montgomery Scott
Series 63, Series 65
Goldsboro, NC
Janney Montgomery Scott
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