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Flightpath Financial Planning

Flightpath Financial Planning. CRD 318701

Flightpath Financial Planning logo

CRD: 318701

Flightpath Financial Planning

DEL MAR, CA, 92014
8583860917
flightpath-fp.com
$11.1M Total AUM
$11.1M Disc. AUM
-- 3Y CAGR
1 Employees
41 ADV. Clients
3 yrs Firm Age

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Firm Details

Custodian
Altruist · Charles Schwab & Company · Truist Bank
Clients
Retail
Platforms
Beacon matrixUnison +more
Established Date
06-17-2022
Office Locations
1

Office Locations

445 Marine View Avenue Suite 305 DEL MAR CA

About Flightpath Financial Planning

FlightPath Financial Planning is a Del Mar, CA fee-only RIA led by CFP professional and fiduciary Michael Farrow. The firm provides personalized financial planning and investment guidance for individuals and families building toward financial independence, with support across wealth accumulation and preservation. Portfolios emphasize ETFs and are custodied with platforms including Altruist and Schwab. Affiliated with NAPFA/XYPN/FPA.

Team overview

33 AVG AGE
$11.1M AVG AUM / ADVISOR
$269.9K AVG AUM / CLIENT
4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age

Insights

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Asset Classes

Zenith Quantum capital Prime Element summit

Custodian

North focus Oak vector Capital insight Peak north Insight

Fund Managers

Peak pathway

Investment Themes

Foundation

Investment Vehicles

Focus Focus bridge

Services

Unison pioneer Prime Harbor Harbor peak Beacon horizon Focus

Technology

Pioneer matrix Prime Bridge delta Vertex

Owner & Executives

Michael Thomas Farrow

Michael Thomas Farrow

Chief Compliance Officer, Founder, President

CRD
#6644262
Ownership
75% or more
(272) 814-8406
catalyst.delta@deltacapital.com
in linkedin.com/in/beacon-catalyst

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $11,066,876 --
Non-Discretionary $0 --
Total $11,066,876 --

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Separately Managed Accounts

Total SMA Asset: $11,066,876

$11.1M Total SMA
Public Funds:
27.7%
Equity - Exchange:
51.1%
Cash:
21.2%
Asset class Assets Assets %
Public Funds $1,999,571,658 27.7%
Equity - Exchange $3,688,740,496 51.1%
Cash $1,530,358,092 21.2%
Total $7,218,670,246 100.0%

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