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).
Total Assets Under Management1MILLION
Total Number of Accounts10ACCOUNTS
Average Account Value$85,264
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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.