Pathway Financial Advisory, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 16, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$275/hr

“Our hourly rate is $275.”

Annual fee

$10,000/yr

“For startup plans, plans with low assets under management and/or plans requesting services levels beyond what is normally provided, we may charge an annual fee to the Plan Sponsor not to exceed $10,000 for nonfiduciary services and education.”

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

How Pathway Financial Advisory, LLC bills

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

• “Fees are negotiable and some fees may vary by Client for similar services.”
• “The fee is based on a percentage of assets under management and is negotiable.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”

How Pathway Financial Advisory, LLC’s fees compare

• Its hourly rate of $275 is below the Colorado median of $300. 46% of the 231 other Colorado planners that publish an hourly rate charge less.
• Its annual fee of $10,000 is above the Colorado median of $7,750. 58% of the 57 other Colorado planners that publish an annual fee charge less.

About Pathway Financial Advisory, LLC

• Principal: Rob Pierangeli
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2025.

Planning areas mentioned in the brochure

• Estate planning
• Business owners
• 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

Clients

33

Employees

1

Works with

Individuals, high net worth individuals, pension and profit sharing plans, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers

Assets managed

$82,492,040

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

336511

Website

pathwayfinancialadvisory.com (opens in new tab)

Phone

(970) 926-8827

Can advise clients in 3 states: Colorado, Washington, Wisconsin

Other planners in Edwards that publish fees

• Rise Up Planning, LLCEdwards$250/hr, $100/mo
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• 56 Capital Partners, LTDColorado Springs$100⁠-⁠$500/hr, $3,000⁠-⁠$25,000
• Abby Kovach Financial Planning, LLCLafayette$350/hr
• Aberle Investment Management LLCEagle$300/hr
• Accelerated Wealth Advisors LLCColorado Springs$250⁠-⁠$500/hr, $500⁠-⁠$7,000

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