Pathworks Financial, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 21, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$795⁠-⁠$2,500

“Depending upon the scope of the engagement and specific requests by the client, Pathworks will charge a flat fee ranging from $795 to $2,500 (the “Financial Planning Fee”).”

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

How Pathworks Financial, Inc. bills

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

• “Generally, Wrap Fees are deducted from the client’s account no later than the fifteenth (15th) day after the end of each quarter, in arrears.”
• “Generally, Management Fees are deducted from the client’s account no later than the fifteenth (15th) day after the end of each quarter, in arrears.”
• “The Financial Planning Fee is payable by check only.”

How Pathworks Financial, Inc.’s fees compare

• Its flat or project fee of $795-$2,500 is below the Michigan median of $3,250. 27% of the 137 other Michigan planners that publish a flat or project fee charge less.
• 1 of the 2 other planners in Novi that publish a flat or project fee charge less.

About Pathworks Financial, Inc.

• Firm size: 8 employees.
• Founded: 2005 (21 years).

Planning areas mentioned in the brochure

• Business owners

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.6% a year

Clients

410

Employees

8

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$279,258,481

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

138393

Website

pathworksfinancial.com (opens in new tab)

Phone

(248) 946-4515

Can advise clients in 5 states: Florida, Kansas, Michigan, North Carolina, Texas

Other planners in Novi that publish fees

• Alliance Advisors Wealth Management LLCNovi$250/hr
• C2 Private WealthNovi$75⁠-⁠$500/hr, $3,000⁠-⁠$250,000
• Heal Financial LLCNovi$300/hr
• Verdura Wealth Management, LLCNovi$250/hr, $500

Compare all 8 planners in Novi