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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-07-2024
- Office Locations
- 1
Office Locations
About Planpath Financial
Planpath Financial is an independent, fee-only fiduciary specializing in retirement and tax planning for retirees and those nearing retirement, with flat-fee planning and investment management. The firm takes a holistic approach spanning retirement income strategy, tax, education and estate planning, and provides ongoing proactive guidance between meetings. Portfolios are primarily ETF-based and custody includes Schwab.
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Owner & Executives
Amy Buck
Certified Financial Planner, Chief Compliance Officer, Owner
- CRD
- #6976894
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,255,407 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,255,407 | -- |
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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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