Clear Path Financial Planning

Clear Path Financial Planning (CRD# 281777) is a financial advisory firm headquartered in Wallingford, CT. They manage $852,639 in 10 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Clear Path Financial Planning
Showing 1 - 1 of 1 top financial advisors.
Thomas C. Martin
CRD#: 5900181
Cheshire, CT

Thomas Martin (CRD# 5900181) is an Investment Advisor Representative working at Clear Path Financial Planning in Cheshire, CT and has over 4 years of experience in the finance industry.

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