Great Path Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$167,227,197
Total clients
66
83% high-net worth
Total advisors
2
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
33
Average account size
$2,533,745
About
Great Path Planning is an SEC‑registered advisory firm that serves individual clients — including high‑net‑worth households and business owners — with comprehensive financial planning, portfolio management, limited‑scope project engagements, and one‑time consultations. The firm also provides retirement plan (3(38)) services and advisory work that covers tax planning, estate review, insurance analysis, and employee benefits.
The firm generally implements a passive, low‑cost investment approach built around diversified asset allocations using index mutual funds and ETFs, while accommodating model portfolios and occasional direct holdings in fixed income, equities, or options when appropriate. Client relationships are delivered on an ongoing, discretionary basis with an initial multi‑meeting planning process and regular reviews and rebalancing tailored to life events and business complexities.
Noteworthy aspects that distinguish Great Path from many peers include an affiliated tax and business consulting practice (Great Path Tax Services) led by a principal who is an Enrolled Agent, with the firm disclosing the affiliation and noting clients are under no obligation to use those services. The firm also offers educational seminars, uses client testimonials and third‑party ratings in its advertising, and — unusually for similar supported firms — generally does not rely on percentage‑of‑AUM billing, instead assigning flat and project‑based fees based on client complexity.
Client services
Expertise
Occupation focus
Fee options
One Time Meeting fee is $950 flat fee, non-refundable; project-based financial planning fees start at $1,250.
Hourly rates range from $275 to $800 per hour, payable monthly in arrears for certain consulting services.
Ongoing comprehensive financial advisement fees billed quarterly or monthly in advance, with initial deposits and monthly payment options.
Minimum fee: Minimum fee of $2,500.00 per quarter paid in advance for ongoing comprehensive financial advisement; minimum $1,250 for project-based financial planning and consulting; minimum $1,250 quarterly or $5,000 annually for 3(38) investment management for company retirement plans. Fee-only: Fees are flat annual fees based on qualitative and quantitative factors; fees are negotiable and waivable.
Main office location
Great Path Planning
12 Scotchtown Ave
Goshen NY 10924, United States
Number of offices
4
Most active in
Georgia · New Jersey · New York · North Carolina · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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.
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