ProPath Financial
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$46,000,000
Clients
77
13% 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
77
Very HighAverage account size
$597,403
About
ProPath Financial (Taylor Financial LLC) serves individual and high-net-worth clients with ongoing comprehensive financial planning and discretionary investment management, and also offers one-time financial plans and implementation support. The firm provides advisory services directly to clients and does not currently allocate client assets to third‑party asset managers.
The firm’s investment approach is primarily passive, using index mutual funds and exchange‑traded funds to construct diversified portfolios consistent with Modern Portfolio Theory and client risk profiles. It also incorporates elements of fundamental and technical analysis when assessing investments and manages most client accounts on a discretionary basis.
Compared with many solo independent advisers, the firm maintains periodic written communications with clients (including the annual brochure/summary of material changes and written or electronic planning reports) and offers educational seminars and speaking engagements on an as‑announced basis, sometimes provided pro‑bono. The firm also uses a third‑party reporting platform for performance reporting and relies on institutional custodian services to execute and custody client accounts.
Client services
Financial planning
Portfolio management
Newsletters or periodicals
Educational seminars or workshops
Expertise
General retirement planning
Cash flow / budgeting
Tax strategies for small businesses
Fee options
Comprehensive financial planning one-time fee: $4,250 total ($2,250 upfront, $2,000 upon completion); annual plan review $1,500 per year; Educational seminars fees range from free to $5,000 per seminar.
$0 - $500,000: 1.20% $500,000 - $1,000,000: 1.00% $1,000,000 - $5,000,000: 0.80% $5,000,000+: 0.60%
Main office location
ProPath Financial
Meridian ID, United States
Number of offices
1
Most active in
ProPath Financial has reported serving >5 clients in these states in the last 12 months.
Arizona · Idaho
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
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