Advisor at Future Path Financial Planning
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
Future Path Financial Planning
Location
Niceville, FL
Credentials
Series 66
Industry experience
1 year
Joshua Scannell is the principal of Future Path Financial Planning and holds a Series 66 designation with one year of industry experience. His prior roles include positions at Legacy Growth Wealth Management, Eagle Strategies, NYLIFE Securities, and Atlas Financial Strategies. Outside of financial advising, he has experience working with SunQuest Cruises and in educational roles at the University of West Florida and North West Florida State College. Legacy Growth Wealth Management provides investment management and financial planning services to individual and high-net-worth clients. The firm uses a mix of passive and active strategies based on modern portfolio theory and manages accounts on a discretionary, fee-only basis.
Based on Future Path Financial Planning
Initial Financial Plan: $1,000 to $15,000 (Personal), $4,800 to $30,000 (Business). Fees negotiable.
$0 - $1,000,000: 0.95% $1,000,001+: 0.85%
Ongoing Financial Planning: $200 to $2,500 per month ($2,400 to $30,000 annually), fees negotiable.
Fee-only: Investment management fees based on tiered AUM schedule; Financial planning fees fixed or recurring monthly fees.
Niceville, FL
Florida · Louisiana
Legacy Growth Wealth Management LLC
2025 - Present (1 year)
Eagle Strategies (NY Life)
2025 - 2025 (1 year)
NYLIFE Securities LLc
2024 - 2025 (1 year)
Atlas Financial Strategies
2024 - 2025 (1 year)
University of West Florida
2023 - 2025 (2 years)
SunQuest Cruises
2022 - Present (4 years)
850 Wharf
2022 - 2023 (1 year)
North West Florida State College
2021 - 2023 (2 years)
Graffiti & The Funky Blues Shack
2020 - 2021 (1 year)
Little Caesars
2020 - 2020 (1 year)
Niceville High School
2016 - 2021 (5 years)
Ruckel Middle School
2013 - 2016 (3 years)
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.
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.
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 63, Series 65
Santa Rosa Beach, FL
Bay Hill Capital Management USA, LLC
CFP®, EA
Niceville, FL
Winged Wealth Management and Financial Planning
Brian “ALF” O’Neill is a native of Overland Park, KS. After graduating from the Catholic University of America in Washington, D.C. with a BSE in computer engineering, he attended pilot training at Vance AFB then served F-16 assignments at Shaw AFB, Eglin AFB, Kunsan AB and Nellis AFB as an F-16 Weapons School instructor. He then transitioned to the F-35 in 2012, commanding an operational test squadron at Edwards AFB, CA. He earned three masters degrees through his military career and served as the military assistant to the Under Secretary of Defense for Policy before finishing his career as an F-35 group commander at Eglin AFB, Florida. Brian spent 23 years in the Air Force, much of it helping military families navigate personal finance challenges. He found his passion for personal finance as he facilitated Financial Peace University. He went on to complete his CFP requirements and started his own financial planning firm. Brian is married with two beautiful, talented daughters. He is an avid reader and triathlete and dreams of soon finding time to home brew again. Read Brian's blog here: https://www.wingedwealth.com/insights/
Series 65
Santa Rosa Beach, FL
Fortunato Asset Management
CFP®, Series 65
Miramar Beach, FL
Stein Financial LLC
Series 63, Series 65, Series 66
Santa Rosa Beach, FL
Houndstooth Investment Management
Series 65
Destin, FL
Chiper Wealth Management, LLC
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