PathFinder Financial Services
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$100,257,194
Total clients
252
10% high-net worth
Total advisors
2
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
126
Average account size
$397,846
About
Pathfinder Financial Services provides discretionary and non‑discretionary investment management to individuals and pension and profit‑sharing plans, tailoring portfolios to each client’s goals, risk tolerance, and financial circumstances. The firm offers ongoing portfolio construction and supervision using mutual funds, ETFs, individual securities, and insurance products, and generally does not impose a minimum relationship size.
Pathfinder primarily employs fundamental analysis and a long‑term investment approach while retaining flexibility to execute shorter‑term trades for rebalancing or cash needs. It commonly places all or a portion of client assets in third‑party models—specifically Congress Wealth Management—and performs initial and ongoing due diligence on independent managers it recommends.
Several advisory personnel are licensed insurance professionals who may act as agents for insurance carriers and earn commissions for insurance sales, a conflict the brochure discloses and for which clients are under no obligation to purchase recommended products. The firm also discloses that some advisory persons provide tax preparation services for a separate fee and that it no longer offers standalone financial planning, features that distinguish its business activities from many peers in its category.
Client services
Expertise
Fee options
$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.
Main office location
PathFinder Financial Services
El Paso TX, United States
Number of offices
2
Most active in
Florida · Missouri · New Mexico · 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:
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:
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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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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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