SimplePath Wealth Management, LLC

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Client assets under management

Clients

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Very Low

Average account size

—

About

SimplePath Wealth Management primarily works with retirement plans and pooled/institutional arrangements, offering ERISA plan consulting, investment option monitoring, third‑party manager selection, and public educational seminars and workshops. The firm also provides financial planning and consulting but does not act as a custodian or directly manage individual client assets in‑house.

When serving plan sponsors, SimplePath may act as a limited‑scope ERISA 3(21) fiduciary, assisting with investment policy statements, qualified default investment alternatives, and periodic monitoring and reporting of plan investments. The firm frequently leverages third‑party managers and the AssetMark platform, serving as liaison and ongoing monitor, and offers financial planning on a fixed‑fee basis rather than relying solely on percentage‑of‑assets fees.

Notable distinctions include an affiliated insurance business whose principals are licensed insurance agents and devote a material portion of their time to those activities, and the firm’s regular use of seminars to educate plan participants and the public. SimplePath discloses that it receives referral compensation and platform allowances from third‑party managers and AssetMark, and states it seeks to manage those conflicts through disclosures and its fiduciary procedures.

Client services

Financial planning Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies

Fee options

Fixed

Flat fee up to $10,000 for financial planning

Subscriptions

Ongoing financial planning fees up to $10,000 annually, billed monthly or quarterly in advance

Other

Minimum fee: Flat fee up to $10,000 for financial planning Fee-only: Fixed fees for financial planning and consulting, up to $10,000

Main office location

SimplePath Wealth Management, LLC

220 Alternative Highway 19 N.

Palm Harbor FL 34683, United States

Number of offices

Most active in

Florida · Texas

Disclosures

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:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

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.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Facebook X Website 727-304-6000

Advisors at this firm

Celine P

Series 65

Palm Harbor, FL

SimplePath Wealth Management, LLC

Celine Pastore is a financial advisor with SimplePath Wealth Management, LLC in Palm Harbor, FL, holding a Series 65 designation and 11 years of industry experience. Her prior roles include positions at J.W. Cole Advisors, Inc. and Global Financial Private Capital, LLC. She is also a licensed insurance agent with SimplePath Insurance & Tax Planning, LLC, where she dedicates approximately 20% of her time. SimplePath Wealth Management provides advisory services focused on retirement plans and financial planning, offering limited-scope ERISA fiduciary services and conducting public seminars and workshops. The firm develops tailored financial plans or recommends third-party managers, monitoring their performance through periodic reviews.

Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies

Maxime C

CFP®, Series 65

Palm Harbor, FL

SimplePath Wealth Management, LLC

Maxime Choiniere is a CFP® with 10 years of industry experience, currently serving as an advisor at SimplePath Wealth Management, LLC since 2020. He previously worked at J.W. Cole Advisors, Inc. and Global Financial Private Capital. In addition to his advisory role, he is a licensed insurance agent with SimplePath Insurance & Tax Planning, LLC, dedicating approximately 20% of his time to this practice. SimplePath Wealth Management focuses on retirement plans and financial planning, offering ERISA (3(21)) fiduciary services to qualified retirement plans along with public seminars and workshops. The firm develops tailored financial plans or recommends third-party managers, monitoring their performance through periodic reviews and reporting.

Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies

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