Pathfinder Planning LLC

Pathfinder Planning LLC (CRD# 154713) is a financial advisory firm headquartered in , . They manage $3,043,887 in 14 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    14
    ACCOUNTS
  • Average Account Value
    $217,421
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
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.

NC, SC

Financial Advisors at Pathfinder Planning LLC
Showing 1 - 2 of 2 top financial advisors.
1
Aaron M. Salmon
CRD#: 3072735
Charlotte, NC
96
Wealthminder
score

Aaron Salmon (CRD# 3072735) is an Investment Advisor Representative working at Pathfinder Planning LLC in Charlotte, NC and has over 19 years of experience in the finance industry. Aaron Salmon has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Pamela J. Horack
CRD#: 3172152
Lake Wylie, SC
93
Wealthminder
score

Pamela Horack (CRD# 3172152) is an Investment Advisor Representative working at Pathfinder Planning LLC in Lake Wylie, SC and has over 19 years of experience in the finance industry.

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