Flightpath Financial Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$11,066,876
Clients
39
15% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
39
HighAverage account size
$283,766
About
FlightPath Financial Planning is an independent, state-registered advisory firm that serves individual clients, including both typical retail investors and some high-net-worth households, offering discretionary investment management alongside comprehensive financial planning. The firm manages roughly $11.1 million across a small number of client relationships and provides both ongoing investment management and standalone financial planning engagements.
The firm describes a strong academic approach to investing, favoring passively managed, diversified, low-cost portfolios implemented primarily with no-load mutual funds and ETFs, with prebuilt models that may be customized to a client’s risk profile, time horizon, and tax considerations. It accepts discretionary authority to implement and rebalance portfolios on clients’ behalf while allowing reasonable client-imposed restrictions.
Distinctive features disclosed in the brochure include operating as a sole advisor across multiple offices, offering flat-fee annual planning with monthly billing as well as hourly planning options in addition to AUM-based management, and an identified annual inflationary adjustment to planning fees. The firm also discloses a referral arrangement with an unaffiliated divorce and mediation practice owned by the advisor’s spouse and the use of standing letters of authorization for client-directed transfers, both noted as potential conflicts that are addressed in its disclosures.
Client services
Financial planning
Portfolio management
Expertise
Income planning
Equity compensation tax strategy
Retirement income strategy
Real estate investing
Cash flow / budgeting
Fee options
Initial flat fee $400 - $2,000; flat annual fee $1,200 - $10,000 for financial planning
$0 - $100,000: 0.50% $100,001 - $5,000,000: 0.25% $5,000,001+: Ask for rates
$250 - $375 per hour for financial planning
Minimum fee: Minimum of $500 per year for Investment Management Standalone Service Fee-only: Initial flat financial planning fee $400 - $2,000; flat annual financial planning fee $1,200 - $10,000 per year (monthly installments)
Main office location
Flightpath Financial Planning
445 Marine View Avenue, Suite 305
Del Mar CA 92014, United States
Number of offices
2
Most active in
Flightpath Financial Planning has reported serving >5 clients in these states in the last 12 months.
California · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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