Clearpath Capital Partners LLC fees and pricing

Financial planner in Menlo Park, California. Registered with the SEC.

According to its Form ADV Part 2A brochure dated April 1, 2026, Clearpath Capital Partners LLC charges $350 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 1, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $350/hr; “These services are offered for a fee of $350 per hour, or ClearPath will negotiate a fixed fee upfront with the client based on the scope and complexity of the services to be offered.”

Payment and refund terms, quoted from the fee section of the brochure.

“These fees are billed quarterly in advance, based on the assets under management as of the last day of the previous calendar quarter.”
“You may elect to pay by check rather than having payment deducted directly from your account.”
“We will prorate the advisory fees earned through the termination date and send you a refund of the prepaid, unearned portion of your fee.”

Its hourly rate of $350 is above the California median of $300. 58% of the 932 other California planners that publish an hourly rate charge less.
2 of the 5 other planners in Menlo Park that publish an hourly rate charge less.

“ClearPath provides Financial Planning services.”

From the firm's description of its advisory business in its Form ADV brochure.

How the firm is paid: Hourly fees, fixed or flat fees, percentage of assets under management, performance based fees
Charges a % of assets: Yes
Highest asset based fee in brochure: 1% a year
Clients: 59
Employees: 5
Works with: Individuals, high net worth individuals, and pooled investment vehicles
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutions, selecting other advisers, and other services
Assets managed: $161,282,531
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 111756
Website: linkedin.com/company/2227814 (opens in new tab)
Phone: (415) 682-6900

Can advise clients in 2 states: California, Texas

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.