Advisor at Trusted Path Wealth Management, LLC
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
Trusted Path Wealth Management, LLC
Location
Santa Rosa, CA
Credentials
Series 65
Industry experience
< 1 year
Hardik Patel is the principal of Trusted Path Wealth Management, LLC in Santa Rosa, CA. He holds a Series 65 designation and began his advisory career in 2025. Prior to founding his firm, he worked as a lead software engineer at Williams-Sonoma Inc., where he continues to hold that role. He also serves as a board member of Catholic Charities of Northwest California. Trusted Path Wealth Management provides discretionary investment management and comprehensive financial planning primarily to individual and high-net-worth clients. The firm employs a blend of passive and active investment vehicles guided by modern portfolio theory and offers financial planning services on both a project and ongoing basis.
Based on Trusted Path Wealth Management, LLC
Based on Trusted Path Wealth Management, LLC
Project-Based Financial Planning: fixed fees ranging from $3,600 to $10,500
$0 - $1,000,000: 1.25% $1,000,001 - $2,500,000: 1.00% $2,500,001 - $5,000,000: 0.75% $5,000,001+: 0.50%
$300/hour for Project-Based Financial Planning
Account minimum: $300,000 Fee-only: Ongoing Financial Planning: $3,600 to $10,500 quarterly (fixed recurring fee); Project-Based Financial Planning: $3,600 to $10,500 (fixed) or $300/hour
Santa Rosa, CA
California
Trusted Path Wealth Management, LLC
2025 - Present (1 year)
Williams-Sonoma Inc.
2018 - Present (8 years)
Kforce
2017 - 2018 (1 year)
Bayside Solutions, Inc.
2011 - 2017 (6 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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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.
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