Pathsetter Financial fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 28, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Financial Planning engagements are offered at an hourly rate of $250 per hour.”

Flat or project fee

$500⁠-⁠$8,000

“The fixed fee can range between $500 and $8,000, depending on complexity and the needs of the client.”

Monthly fee

$42⁠-⁠$667/mo

“Ongoing Comprehensive Financial Planning Ongoing financial planning consists of an annual ongoing fee ranging between $500 and $8,000 that is paid monthly or quarterly (at the client’s discretion) in arrears, at the rate of from $42 to $667 per month or $125 to $2,000 per quarter.”

Quarterly fee

$125⁠-⁠$2,000/qtr

From the same sentence as above.

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

How Pathsetter Financial bills

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

• “For clients wishing to engage after the initial twelve (12) months, the ongoing fee may be negotiable.”
• “Advisory fees are directly debited from Client accounts, or the Client may choose to pay by check.”
• “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee based on the amount of time 9 remaining in the billing period.”

How Pathsetter Financial’s fees compare

• Its hourly rate of $250 is below the Texas median of $275. 28% of the 468 other Texas planners that publish an hourly rate charge less.
• 1 of the 4 other planners in Coppell that publish an hourly rate charge less.
• Its flat or project fee of $500-$8,000 spans the Texas median of $3,850. 52% of the 401 other Texas planners that publish a flat or project fee charge less.
• 2 of the 3 other planners in Coppell that publish a flat or project fee charge less.

About Pathsetter Financial

• Principal: Andrew Fisher
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2022 (4 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax 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

2% a year

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

317577

Website

pathsetterfinancial.com (opens in new tab)

Phone

(214) 444-3461

Other planners in Coppell that publish fees

• Collective Wealth Advisors LLCCoppell$300/hr, $500⁠-⁠$5,000
• Optimus Capital Advisors, LLCCoppell$250/hr, $500
• PRS Wealth ManagementCoppell$3,000⁠-⁠$30,000
• Serendib Capital Management LLCCoppell$200/hr
• Stratia Wealth Management, LLCCoppell$400/hr

Compare all 8 planners in Coppell