Pathways Advisory Group, Inc. fees and pricing
Financial planner in Fresno, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated April 22, 2026, Pathways Advisory Group, Inc. charges $300 an hour and a quarterly fee of $1,250 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 22, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“During the second year of services and each year thereafter, Advisor time will be billed at the rate of $300 per hour.”
- Quarterly fee
- $1,250/qtr
“The minimum quarterly fee is $1250.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Pathways Advisory Group, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Services provided after the initial one-year term will be billed quarterly based on time incurred, subject to an annual consulting fee cap.”
- “Periodic check-ins, at least annually, and scheduled meetings, held at least every three years, are offered to provide an opportunity to review reports, re-evaluate goals and allocation decisions 8 Pathways Advisory Group, Inc.”
- “All fees under the Foundational Consulting Service are stated in annual amounts and are billed quarterly in equal installments.”
How Pathways Advisory Group, Inc.’s fees compare
- Its hourly rate of $300 matches the California median of $300. 41% of the 932 other California planners that publish an hourly rate charge less.
- 5 of the 10 other planners in Fresno that publish an hourly rate charge less.
About Pathways Advisory Group, Inc.
- Firm size: 10 employees.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2007 (19 years).
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
- 1.5% a year
- Minimum
- $1,250 minimum fee (stated in brochure)
- Clients
- 186
- Employees
- 10
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and newsletters and publications
- Assets managed
- $388,476,260
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 143817
- Phone
- (559) 431-4700
Can advise clients in 3 states: California, Oregon, Washington
Other planners in Fresno that publish fees
- Artizan WealthFresno$200-$500/hr, $1,500-$50,000
- Bridgewealth Advisory Group, LLCFresno$250/hr
- Coffeehouse CapitalFresno$300/hr, $1,000-$15,000
- Endurance Investment Strategies, Inc.Fresno$200/hr, $1,000-$5,000
- Lyon Restaurant AdvisoryFresno$300/hr, $1,000-$5,000
- Plan FinancialFresno$200/hr, $245-$4,000
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.