Your Path Financial LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$2,446,012
Total clients
3
100% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
2
Average account size
$815,337
About
Your Path Financial LLC provides discretionary portfolio management, pension consulting, and advisor-led investment guidance to high‑net‑worth individuals, pension and profit‑sharing plans, and business clients. The SEC‑registered firm reports two advisors who manage roughly $2.45 million in client assets across three reported client accounts.
The firm tailors investment advice to each client's objectives and generally operates with discretionary authority, relying heavily on model portfolios and third‑party money managers (TPMMs) whose strategies it selects and monitors. It offers exposure to a broad range of investments—equities, fixed income, mutual funds, ETFs, REITs, structured products, and variable annuities—and notes that tax efficiency is not a primary focus unless agreed in writing.
Distinctive aspects include the firm’s concentrated scale—very few clients and modest AUM relative to many supported peers—and its routine use of TPMMs and the Charles Schwab institutional platform for custody and trade execution. The advisory team also conducts insurance sales as licensed agents and operates an affiliated education service, arrangements that the brochure discloses as potential conflicts of interest tied to commissions and referral compensation.
Client services
Expertise
Fee options
up to 1.2% annually, billed quarterly at up to 0.30% per quarter (negotiable)
Investment adviser representatives are licensed insurance agents and may earn commissions for selling insurance products separate from advisory fees.
Account minimum: $5,000 Fee-only: Annual fee up to 1.2% of assets under management, payable quarterly in arrears, negotiable; Pension consulting fees up to 0.50% annually, billed quarterly in advance, negotiable; No separate fee for TPMM selection, firm shares in TPMM fees.
Main office location
Your Path Financial LLC
Adkins TX, United States
Number of offices
2
Most active in
California · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
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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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