Pathlight Financial Planning LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$9,006,416
Clients
11
36% 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
11
LowAverage account size
$818,765
About
Pathlight Financial Planning LLC provides comprehensive financial planning and discretionary investment management to individual and high‑net‑worth clients. The firm operates on a fee‑only basis and delivers ongoing wealth management that covers goals, cash flow, retirement, investment, tax, and estate planning analyses.
The firm's investment approach centers on strategic asset allocation with a blend of passive instruments and selective active techniques, and it uses both fundamental and technical analysis to inform security and sector decisions. Clients may elect socially responsible investing strategies that use ESG-screened mutual funds or ETFs or customized portfolios of individual securities, and accounts are reviewed on a regular (quarterly) basis.
Noteworthy operational features include a required custody relationship on a single institutional platform (Altruist) and an explicit trading policy that executes client orders on an individual basis rather than aggregating block trades. The firm was recently established and is led by a CFP®‑certified principal; it discloses that it is fee‑only, does not accept third‑party sales compensation, and does not vote client proxies.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
College savings (529s, UTMA, etc.)
Wealth management
Passive / index investing
Fee options
$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.90% $1,000,001 - $1,500,000: 0.80% $1,500,001 - $2,000,000: 0.70% $2,000,001 - $2,500,000: 0.60% $2,500,001+: 0.50%
Account minimum: $500,000 Fee-only: Financial planning fee for clients with less than $500,000 AUM ranges from $1 to $1,250 quarterly; $1,250 quarterly fee offset by any AUM fees paid during the same period
Main office location
Pathlight Financial Planning LLC
401 Ne 19 Th Ave, Suite 200
Portland OR 97232, United States
Number of offices
2
Most active in
Pathlight Financial Planning LLC has reported serving >5 clients in these states in the last 12 months.
Oregon
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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