Advisor at Pathfinder Planning 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
Pathfinder Planning LLC
Location
Lake Wylie, SC
Credentials
CFP®, ChFC®
Industry experience
< 1 year
Karina Moretz is a CFP® and ChFC® financial advisor at Pathfinder Planning LLC with one year of industry experience. She has been with Pathfinder Planning since 2022 and previously worked as a homemaker. Pathfinder Planning LLC provides financial planning and discretionary portfolio management to individuals, couples, businesses, and other registered investment advisers, serving both high-net-worth and non-HNW clients. The firm employs a primarily passive investment approach using index mutual funds and ETFs, offers a structured Five-Step planning process, and operates wholly owned subsidiaries that provide educational and budgeting services.
Based on Pathfinder Planning LLC
Based on Pathfinder Planning LLC
Flat fees may be negotiated; fees for financial planning generally range from $3,000 to $7,000; Estate Planning fees range from $1,500 to $2,500
$0 - $249,999: 1.50% $250,000 - $999,999: 1.00% $1,000,000+: 0.75%
$400 per hour
Ongoing Planning Services monthly fees range from $300 to $500
Fee-only: Financial Planning Fees range from $3,000 to $7,000; Ongoing Planning Services $300 to $500 per month; Estate Planning $1,500 to $2,500; Hourly Planning $400/hour
Lake Wylie, SC
North Carolina · South Carolina
Pathfinder Planning LLC
2026 - Present (1 year)
Pathfinder Planning LLC
2022 - 2026 (4 years)
Homemaker
2015 - 2022 (7 years)
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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.
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