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- Custodian
- Betterment ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 09-21-2010
- Office Locations
- 3
Office Locations
About Pathfinder Planning LLC
Pathfinder Planning is a planning-first RIA serving busy working families, pairing goal-based financial planning with ongoing investment management. The firm focuses on simplifying competing priorities into clear decisions and actionable next steps. Custody includes Charles Schwab and Betterment, and the team is connected with professional planning networks such as NAPFA and XYPN.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 57 clients, or 19 clients per representative. That equates to $508.9K in reported AUM per client.
The profile lists 3 reported office locations and 16 years in operation. The source data was last updated on September 7, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
Unlock the underlying categories and values
The full Pathfinder Planning LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
PAMELA JEAN HORACK
PARTNER
- CRD
- #3172152
- Ownership
- 75% or more
AARON MICHAEL SALMON
Director, PARTNER
- CRD
- #3072735
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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Karina Moretz
Lead Advisor
- CRD
- #8218629
Showing 1 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $29,006,098 | -- |
| Non-Discretionary | $0 | -- |
| Total | $29,006,098 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Pathfinder Planning LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.