Multipath Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 22, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200/hr

“Two-Hour Consultation Office consultations are provided at an hourly rate of $200.”

Flat or project fee

$1,250⁠-⁠$2,500

“Ongoing Comprehensive Financial Planning Ongoing Comprehensive Ongoing Financial Planning consists of an upfront charge of $1,250 - $2,500 and an ongoing fee that is paid in arrears, either monthly or quarterly.”

Monthly fee

$100⁠-⁠$625/mo

“For clients paying monthly, the fee is $100 - $625 per month.”

Quarterly fee

$300⁠-⁠$1,875/qtr

“For clients paying quarterly, the fee is $300 - $1,875 per quarter.”

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

How Multipath Wealth Management bills

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

• “The annual fees are negotiable, prorated and paid in arrears on a quarterly basis.”
• “Advisory fees are directly debited from client accounts, or the client may choose to pay by credit card or check.”
• “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee based on the amount of time remaining in the billing period.”

How Multipath Wealth Management’s fees compare

• Its hourly rate of $200 is below the South Carolina median of $250. 23% of the 69 other South Carolina planners that publish an hourly rate charge less.
• 1 of the 3 other planners in Columbia that publish an hourly rate charge less.
• Its flat or project fee of $1,250-$2,500 is below the South Carolina median of $3,000. 32% of the 65 other South Carolina planners that publish a flat or project fee charge less.
• 2 of the 5 other planners in Columbia that publish a flat or project fee charge less.

About Multipath Wealth Management

• Principal: Matthew Morris
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2019 (7 years).

Firm details from Form ADV

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

0.5% a year

Clients

15

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$5,503,586

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

306130

Website

multipathwealth.com (opens in new tab)

Phone

(307) 395-9700

Other planners in Columbia that publish fees

• Abacus Planning Group, Inc.Columbia$8,000⁠-⁠$200,000
• Barbco FinancialColumbia$1,250/yr
• Beers Kight Financial Advisors, LLCColumbia$100⁠-⁠$150/hr, $600⁠-⁠$1,400
• Capital Wealth Group LLCColumbia$350/hr, $2,500⁠-⁠$15,000
• Hobbs Group Advisors LLCColumbia$300/hr, $1,000⁠-⁠$10,000
• TS. Mitchell Financial, LLC.Columbia$500⁠-⁠$1,500

Compare all 16 planners in Columbia