Pathfinder Planning LLC fees and pricing
Financial planner in Lake Wylie, South Carolina. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated September 7, 2026, Pathfinder Planning LLC charges $400 an hour, a flat or project fee of $4,000, and a monthly fee of $350 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 7, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $400/hr
“Engagements are billed at $400 per hour based on the estimated project scope.”
- Flat or project fee
- $4,000
“Schedule Standard pricing for comprehensive financial planning is $4,000, though total fees may be higher or lower depending on the client's defined scope of work.”
- Monthly fee
- $350/mo
“Optional Plan Implementation services are billed separately at a fixed fee of $350 per month for six to 12 months, depending on when the implementation work is completed.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Pathfinder Planning LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “If a Client terminates an engagement after 5 business days, the Client is responsible for any hourly charges incurred prior to the termination of the agreement.”
- “Money owed to Pathfinder Planning LLC will be invoiced.”
- “Clients with less than $1,000,000 in assets under management who elect financial planning or implementation services are billed separately according to our Financial Planning Fee Schedule.”
How Pathfinder Planning LLC’s fees compare
- Its hourly rate of $400 is above the South Carolina median of $250. 88% of the 69 other South Carolina planners that publish an hourly rate charge less.
- Its flat or project fee of $4,000 is above the South Carolina median of $3,000. 54% of the 65 other South Carolina planners that publish a flat or project fee charge less.
About Pathfinder Planning LLC
“We help our clients answer questions and meet their needs through comprehensive financial planning that includes easy-to-understand recommendations. Pathfinder Planning LLC provides comprehensive financial planning services through a structured process designed to help clients reach their financial goals.”
- Firm size: 3 employees.
- Credentials named in the brochure: CFP® and ChFC®.
- Registered as an adviser: 2010 (16 years).
Planning areas mentioned in the brochure
- Estate planning
- College planning
- Cash flow and budgeting
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
- 1.5% a year
- Clients
- 53
- Employees
- 3
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $29,006,098
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 154713
- Phone
- (704) 301-7522
Can advise clients in 2 states: North Carolina, South Carolina
Other planners in Lake Wylie that publish fees
- Catawba River CapitalLake Wylie$150/hr
- 133 LegacyCampobello$10,000
- A To Z Asset Advisors, LLCAiken$250/hr, $250
- Abacus Planning Group, Inc.Columbia$8,000-$200,000
- Active Lifestyle Financial PlanningCharleston$1,000, $4,800-$30,000/yr
- Altamont Advisors LLCGreenville$150/hr
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.