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Right Path Financial Planning, L.L.C.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$1,795,782
Clients
2
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
2
Very LowAverage account size
$897,891
About
Right Path Financial Planning, L.L.C. provides investment management and both comprehensive and hourly financial planning to individual and high‑net‑worth clients. Its written planning services cover a wide range of topics, including business planning, employee benefits optimization, retirement projections, estate planning, tax strategies, insurance review, and cash‑flow analysis.
The firm’s investment approach is evidence‑based and grounded in Modern Portfolio Theory, emphasizing broad diversification, systematic factor exposures, low‑cost and tax‑efficient construction, and a core‑and‑satellite portfolio structure. Portfolios are typically implemented using Dimensional Fund Advisors strategies (with Avantis or low‑cost index funds used when appropriate), managed on a discretionary basis, and rebalanced periodically.
What is distinctive about the firm is its very small scale and individualized focus—founded in 2025, it reports roughly $1.8 million in advisory assets and two client relationships—alongside an explicit practice area of working with business owners. The principal’s long experience operating agricultural businesses, combined with the firm’s willingness to participate in client attorney and tax professional meetings and to provide business and employee‑benefit consulting, differentiates its service mix from many peers.
Client services
Financial planning
Portfolio management
Expertise
Business ownership considerations
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Occupation focus
Founder/Business Owner
Fee options
Initial comprehensive financial planning fee ranging from $2,000 to $5,000; ongoing fixed fee ranging from $150 to $500 monthly
0.50% annually
$250 per hour for hourly financial planning
Fee-only: Ongoing comprehensive financial planning initial fee $2,000 to $5,000; monthly ongoing fee $150 to $500; hourly financial planning $250/hour
Main office location
Right Path Financial Planning, L.L.C.
Dudley NC, United States
Number of offices
1
Most active in
Right Path Financial Planning, L.L.C. has reported serving >5 clients in these states in the last 12 months.
North Carolina
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:
-
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.
-
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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