Financial Pathway LLC fees and pricing

Financial planner in Wesley Chapel, Florida. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated August 24, 2026, Financial Pathway LLC charges a flat or project fee of $250 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 24, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee: $250; “The Session fee is a fixed fee that is paid in advance, at a rate of $250 per session based on complexity.”

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

“Advisory fees are directly debited from Client accounts, or the Client may choose to pay by check.”
“An account may be terminated with written notice at least 30 calendar days in advance.”
“Since fees are paid in arrears, no refund will be needed upon termination of the account.”

Its flat or project fee of $250 is below the Florida median of $4,900. None of the 320 other Florida planners that publish a flat or project fee charge less.

How the firm is paid: Fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1% a year
Clients: 82
Employees: 2
Works with: Individuals, high net worth individuals, charities, and businesses
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars and workshops
Assets managed: $16,621,367
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 306748
Website: nateskelly.com (opens in new tab)
Phone: (850) 377-5355

Can advise clients in 3 states: Florida, Louisiana, Virginia

Is something on this page wrong or out of date?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.