This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-27-2023
- Office Locations
- 1
Office Locations
About Your Path FI
Your Path FI is a fee-only retirement planning firm serving individuals and couples approaching or in retirement. The team integrates investment and retirement-income planning with proactive tax planning, including preparation of clients’ income tax returns, plus guidance on Social Security and pre-Medicare health coverage. Independent and able to work virtually nationwide, they charge a flat annual planning fee (not a % of assets) and custody assets with Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
RYAN JOSEPH LANGAN
Chief Compliance Officer, FINANCIAL PLANNER, FOUNDER
- CRD
- #6650431
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $27,189,749 | -- |
| Non-Discretionary | $0 | -- |
| Total | $27,189,749 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
Continue browsing