PlannerFees

Great Path Planning fees and pricing

Financial planner in Goshen, New York. Registered with the SEC.

According to its Form ADV Part 2A brochure dated February 23, 2026, Great Path Planning charges $275 an hour, a flat or project fee of $950, and a quarterly fee of $2,500 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 23, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$275/hr
“In the event of termination of the advisory relationship, the client will be refunded the unearned portion of the fee as determined by the net of: the most recent fee paid less the greater of either 1) an hourly rate of $275-800 per hour determined at Great Path’s Page 13 of 45 Date of Brochure:”
Flat or project fee
$950
“The flat fee for this service is $950, due at the conclusion of the meeting and is non-refundable.”
Quarterly fee
$2,500/qtr
“The minimum fee is $2,500.00 per quarter paid in advance.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Great Path Planning bills

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

  • “February 23, 2026 Billing begins on the date that the client signs the advisory agreement unless annotated otherwise in the client agreement and is prorated, then billed quarterly or monthly thereafter in advance.”
  • “Great Path will not bill an amount above $1,200.00 more than 6 months in advance.”
  • “Any adjustment to client’s fees will be agreed upon in advance and outlined in a new client agreement.”

How Great Path Planning’s fees compare

  • Its hourly rate of $275 is below the New York median of $300. 41% of the 301 other New York planners that publish an hourly rate charge less.
  • Its flat or project fee of $950 is below the New York median of $4,500. 6% of the 251 other New York planners that publish a flat or project fee charge less.

About Great Path Planning

“Ongoing, Comprehensive Financial Advisement Our firm offers financial planning, advising, and portfolio management services on an ongoing basis.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Principal: Christopher C. Pollard
  • Firm size: 3 employees.
  • Credentials named in the brochure: CFP® and EA.
  • Registered as an adviser: 2020 (6 years).

Planning areas mentioned in the brochure

  • Estate planning
  • Business owners

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
0.5% a year
Minimum
$2,500 minimum fee (stated in brochure)
Clients
66
Employees
3
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
Assets managed
$167,227,197
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
284461
Website
greatpath.com (opens in new tab)
Phone
(845) 397-7284

Can advise clients in 5 states: Georgia, North Carolina, New Jersey, New York, Texas

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