Pathway Financial Planning, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 20, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200/hr

“FINANCIAL PLANNING and CONSULTING PFP charges a negotiable hourly fee of $200.00 for financial planning and consulting services.”

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

How Pathway Financial Planning, Inc. bills

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

• “Fees are billed quarterly or monthly in advance based on the amount of assets managed as of the close of business on the last business day of the previous each month/quarter.”
• “Clients may terminate their account within five (5) business days of signing the Investment Advisory Agreement for a full refund.”
• “For accounts closed mid-quarter, the client will be entitled to a pro rata refund for the days service was not provided in the final quarter.”

How Pathway Financial Planning, Inc.’s fees compare

• Its hourly rate of $200 is below the Virginia median of $260. 15% of the 203 other Virginia planners that publish an hourly rate charge less.
• None of the 2 other planners in Newport News that publish an hourly rate charge less.

About Pathway Financial Planning, Inc.

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2014 (12 years).

Planning areas mentioned in the brochure

• Divorce
• Military and veterans

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.1% a year

Clients

120

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$28,339,533

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

173222

Website

pathwayfinancialplanning.net (opens in new tab)

Phone

(757) 595-4588

Other planners in Newport News that publish fees

• Haas Investment Management LLCNewport News$200/hr, $2,500
• Mason & Associates, LLCNewport News$3,000⁠-⁠$20,000, $100⁠-⁠$1,000/mo
• Norseman Advisory Group, Inc.Newport News$250/hr, $300⁠-⁠$1,000/mo
• 8TH Street Investments, LLCAlexandria$250⁠-⁠$500/hr, $2,000⁠-⁠$7,000
• Abich Financial Wealth Management, LLCAshburn$350/hr, $20,000
• Acadia Financial Services, LLCFairfax Station$400/hr, $600/yr

Compare all 4 planners in Newport News