Right Path Financial LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$4,771,955
Total clients
28
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
28
Average account size
$170,427
About
Right Path Financial LLC provides investment advice and financial planning primarily to individual clients, offering asset management through the Orion Portfolio Solutions (OPS) Strategist program and standalone financial planning and consulting. The firm works with clients of varying needs and does not impose an account minimum for advisory services.
The firm places client assets into third‑party model portfolios maintained by OPS strategists and conducts ongoing monitoring and planning; clients enter separate agreements with both the firm and OPS and the firm maintains a non‑discretionary advisory relationship, with trade execution generally handled on the OPS platform. Right Path’s written disclosures describe multiple methods of security analysis it may use in developing client strategies, including fundamental and technical approaches.
Distinctive features include an affiliated insurance practice: the firm’s principal is a licensed insurance agent who spends a portion of time offering insurance products and may receive customary commission compensation, a relationship the brochure discloses and describes procedures to mitigate. The firm also reports that the bulk of its assets under management are treated on a non‑discretionary basis—relatively uncommon among independent advisors—and the principal concurrently directs a separate financial‑planning business while managing roughly $4.77 million for about 28 client relationships.
Client services
Expertise
Fee options
1% annually
$200 per hour for financial planning.
Main office location
Right Path Financial LLC
Spring Lake Park MN, United States
Number of offices
2
Most active in
Minnesota
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.
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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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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