Right Path Financial LLC fees and pricing

Financial planner in Spring Lake Park, Minnesota. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated November 6, 2024, Right Path Financial LLC charges $200 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed November 6, 2024. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $200/hr; “AND CONSULTING - 2- Right Path charges an hourly fee of $200 for financial planning.”

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

“The annual fee is negotiable, but this discretion is typically exercised in limited scenarios.”
“The fees are charged monthly in arrears and are based on the average daily account balance for the period for the prior month.”
“Fees for financial plans are due upon delivery of the completed plan.”

Its hourly rate of $200 is below the Minnesota median of $263. 17% of the 115 other Minnesota planners that publish an hourly rate charge less.

“David Johnson also serves as Director of Case Central, LLC where he supervises a team of financial planners.”

From the firm's description of its advisory business in its Form ADV brochure.

Solo practice: one person runs the firm, so you work directly with the planner.
Credentials named in the brochure: CFP®.
Registered as an adviser: 2021 (5 years).

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1% a year
Minimum: No minimum stated in brochure
Clients: 28
Employees: 1
Works with: Individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Assets managed: $4,771,955
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 310268
Website: rightpathfi.com (opens in new tab)
Phone: (763) 258-9656

Is something on this page wrong or out of date?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