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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-26-2025
- Office Locations
- 1
Office Locations
About Abundance Pathways
Abundance Pathways LLC is a California state-registered RIA in San Diego providing accessible, jargon-free financial planning and investment management, alongside behavioral coaching and debt planning. The firm builds diversified, goals-based portfolios aligned to risk and time horizon, with ETF-heavy implementation. Process emphasizes education, accountability, and practical habit-building, supported by free educational resources and a “Start Here” quiz.
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Investment Themes
Investment Vehicles
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Owner & Executives
Shane Michael Fernandez
Chief Compliance Officer, FOUNDER, Owner
- CRD
- #8144559
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $109,464 | -- |
| Non-Discretionary | $0 | -- |
| Total | $109,464 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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