Pathway Financial Advisers, LLC fees and pricing

Financial planner in Auburn, Indiana. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 11, 2026, Pathway Financial Advisers, LLC charges $150 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 11, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $150/hr; “PFA will charge an hourly fee of $150 to complete this due diligence prior to managing client accounts based on the fee schedule below.”

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

“Under certain circumstances, fees may be negotiable.”
“These fees may be negotiable depending upon the needs of the client and complexity of the situation, and the final fee schedule is attached as Exhibit II of the Investment Advisory Contract.”
“Fees are billed quarterly in arrears, and clients may terminate their contracts with thirty days’ written notice.”

Its hourly rate of $150 is below the Indiana median of $250. 9% of the 119 other Indiana planners that publish an hourly rate charge less.

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: 0.8% a year
Clients: 815
Employees: 8
Works with: Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and pension consulting
Assets managed: $524,223,965
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 166237
Website: pathwayria.com (opens in new tab)
Phone: (260) 925-2887

Is something on this page wrong or out of date?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.