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- Custodian
- Altruist · Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- GlacierValue bridge +more
- Established Date
- 02-27-2020
- Office Locations
- 1
Office Locations
About Financial Pathway LLC
Financial Pathway LLC is a Florida-based RIA led by CFP professional Nate Skelly, focused on retirees and near-retirees (typically age 50+ with $500k+ investable assets). The firm provides retirement planning, ongoing investment management and portfolio construction, tax planning, and retirement income (“paycheck”) strategy, coordinating with clients’ CPAs and attorneys. Differentiator: financial education delivered from a biblical worldview; custody includes Schwab and Altruist.
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Owner & Executives
Nathaniel Skelly
Chief Compliance Officer, Financial Planner, Owner
- CRD
- #6879716
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $16,621,367 | -- |
| Total | $16,621,367 | -- |
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Separately Managed Accounts
Total SMA Asset: $16,621,367
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,101,890,950 | 39.1% |
| Cash | $1,716,244,473 | 60.9% |
| Total | $2,818,135,423 | 100.0% |