Surepath Financial Services, LLC

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Client assets under management

$34,400,000

Clients

121

7% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

$284,298

About

Surepath provides investment advisory and financial planning services to individuals and high‑net‑worth individuals, offering discretionary portfolio management through a wrap fee program and via a Synergy Asset Management web‑based platform. The firm also delivers comprehensive financial planning and consulting and periodically conducts public seminars and workshops that are described as strictly educational.

Investment programs are tailored to each client’s objectives and risk tolerance and employ methods such as fundamental, technical, charting, and cyclical analysis, with account reviews performed at least quarterly. Clients authorize Surepath discretionary trading authority for managed accounts and may impose written investment restrictions; the firm’s platform arrangement consolidates investment advisory and transaction services under the wrap‑fee structure.

Noteworthy features relative to peers include sponsoring a wrap fee program and offering public educational seminars, both of which are uncommon among similar firms, and reporting approximately $34.4 million in discretionary assets under management as of December 31, 2025. The managing member maintains an outside insurance practice and an affiliated estate‑planning software business (reported at about 20% and 10% of his time, respectively), a relationship disclosed in the brochure and identified as a potential conflict that the firm says it mitigates through disclosure and fiduciary duty.

Client services

Financial planning Portfolio management Educational seminars or workshops

Demographic focus

Retired Christian Faith Based

Fee options

Fixed

Financial planning fixed fees ranging from $250 to $2,500

Percentage

$0 - $500,000: 2% annually $500,000.01 - $1,000,000: 1.5% annually $1,000,000.01 - $500,000,000: 1.25% annually $500,000,000.01+: 1.00% annually

Project-based

Financial planning services at $150 per hour

Other

Minimum fee: Technology fee of $30 per Client account annually, billed monthly in arrears Fee-only: Financial planning fees charged as hourly rates of $150/hour or fixed fees between $250 and $2,500

Main office location

Surepath Financial Services, LLC

3380 Trickum Road, Building 100, Suite 100

Woodstock GA 30188-3681, United States

Number of offices

Most active in

Georgia

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

Facebook Website 770-924-7071

Advisors at this firm

David M

Series 63, Series 65

Peachtree Corners, GA

Surepath Financial Services, LLC

David Miller is a financial advisor at Surepath Financial Services, LLC in Peachtree Corners, GA, with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing Services for two decades. In addition to his advisory role, he owns Peachtree Partners, LLC, a business focused on selling his parents' art. Surepath Financial Services provides investment advisory and financial planning services to individuals and high-net-worth clients. The firm offers discretionary portfolio management through a wrap fee program and a web-based platform, combining advisory and transaction services, and conducts public educational seminars.

Retired Christian Faith Based

Kenneth O

CFP®, Series 63, Series 66

Woodstock, GA

Surepath Financial Services, LLC

Kenneth O'Leary is a CFP® with 27 years of industry experience, currently serving as an advisor at Surepath Financial Services, LLC since 2017. His prior experience includes founding his sole proprietorship in 1999 and roles at Woodstock Financial Group and other ventures. Outside of advisory work, he owns a franchise business providing estate-planning software and is involved in direct sales of nutrition products. Surepath Financial Services provides investment advisory and financial planning services to individuals and high-net-worth clients, offering discretionary portfolio management through a wrap fee program and a web-based platform. The firm also conducts educational seminars and customizes investment strategies based on clients’ objectives and risk tolerance.

Retired Christian Faith Based

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