Open Path Financial fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 29, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$425/hr

“As of May 1, 2025, our regular hourly rate is $425 per hour.”

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

How Open Path Financial bills

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

• “For hourly clients, OPEN PATH bills weekly in-arrears.”
• “For hourly financial advising clients, OPEN PATH bills weekly in arrears.”
• “For clients who engage our services regularly, OPEN PATH invoices weekly in arrears.”

How Open Path Financial’s fees compare

• Its hourly rate of $425 is above the California median of $300. 81% of the 932 other California planners that publish an hourly rate charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Open Path Financial

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2024 (2 years).

Planning areas mentioned in the brochure

• Tax planning
• College planning
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees

Charges a % of assets

No

Employees

1

Services reported to regulators

Financial planning

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

329943

Website

openpath.financial (opens in new tab)

Phone

(805) 335-1015

Other planners in Goleta that publish fees

• Financial Vision LLCGoleta$12,000/yr
• The Goodland GroupGoleta$250/hr, $1,750⁠-⁠$2,500
• 10/28 Wealth Management LLCOceanside$300/hr, $500⁠-⁠$10,000
• 360DividendsGranite Bay$300/hr, $2,500⁠-⁠$10,000
• 3D Holistic WealthIrvine$300/hr, $1,500⁠-⁠$10,000
• 401 FinancialSan Diego$250/hr, $500

Compare all 3 planners in Goleta