Advisor at PathFinder Financial Services
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
PathFinder Financial Services
Location
El Paso, TX
Credentials
CFP®, Series 63, Series 65
Industry experience
10 years
Herbert Wiebe is a CFP® professional with 10 years of experience in financial advising. He has been with PathFinder Financial Services since 2017 and previously worked at Royal Alliance. In addition to his advisory role, he provides tax preparation services and serves as a Texas A&M Agrilife Extension presenter for continuing education classes for tax professionals. PathFinder Financial Services offers discretionary and non-discretionary investment management to individuals and pension/profit-sharing plans, focusing on customized portfolio construction using a mix of mutual funds, ETFs, individual securities, fixed income, and insurance products. The firm employs fundamental analysis and long-term strategies while incorporating third-party managers for portions of client portfolios.
Based on PathFinder Financial Services
Based on PathFinder Financial Services
$1.00 - $100,000: 1.5% $100,001 - $500,000: 1.00% $500,001 - $1,000,000: 0.85% $1,000,001 - $1,500,000: 0.70% $1,500,001+: 0.50%
Advisory professionals may receive commission-based compensation for the sale of insurance products.
El Paso, TX
Florida · Texas
PathFinder Financial Services
2017 - Present (9 years)
Royal Alliance
2016 - 2017 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
El Paso, TX
Retirement Resources Wealth Management, Lp
Series 65
El Paso, TX
Rockbound Wealth Management
Series 65
El Paso, TX
J Beaver Investment Advisors Inc
CFP®, Series 66
El Paso, TX
Pecusavvy Financial, LLC
Series 65
El Paso, TX
Cimarron Capital Management, LLC
Series 63, Series 65
El Paso, TX
Truvize Financial Planning
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")