Pathway Financial Advisors, LLC fees and pricing

Financial planner in South Burlington, Vermont. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 12, 2026, Pathway Financial Advisors, LLC charges $195⁠-⁠$300 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 12, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $195⁠-⁠$300/hr; “Registrant’s planning and consulting fees are negotiable but are generally between $195 and $300 on an hourly rate basis depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s).”

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

“In the limited event that the Registrant bills the client directly, payment is due upon receipt of the Registrant’s invoice.”
“The Registrant shall deduct fees and/or bill clients monthly in arrears, based upon the value of the assets on the last business day of the previous month.”
“In the event that a flat fee client engages or terminates the Registrant during a calendar month, the Registrant shall calculate the initial or final month fee on a pro-rata basis.”

Its hourly rate of $195-$300 is below the Vermont median of $300. 14% of the 14 other Vermont planners that publish an hourly rate charge less.
2 of the 3 other planners in South Burlington 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: 3% a year
Clients: 253
Employees: 11
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and other services
Assets managed: $1,649,189,273
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 124801
Website: linkedin.com/in/alliemhardy (opens in new tab)
Phone: (802) 660-7086

Is something on this page wrong or out of date?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