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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.
Total assets under management
$1,795,782
Total clients
2
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
2
Average account size
$897,891
Client services
Financial planning
Portfolio management
Fee options
Ongoing Comprehensive Financial Planning initial fee ranges from $2,000 to $5,000; ongoing monthly fees range from $150 to $500
0.50% annually
$250 per hour for Hourly Fee Financial Planning
Ongoing Comprehensive Financial Planning ongoing monthly fee ranges from $150 to $500
Fee-only: Ongoing Comprehensive Financial Planning: initial fee $2,000 to $5,000; ongoing monthly fee $150 to $500; Hourly Fee Financial Planning: $250 per hour
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.
-
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.
Main office location
Right Path Financial Planning, L.L.C.
Dudley NC, United States
Number of offices
1
Forms ADV
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