Your Path Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 29, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“Our hourly rate is $350.”

Flat or project fee

$3,600

“Ongoing Financial Planning YPWM collects an initial fee, no greater than $3,600.”

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

How Your Path Wealth Management 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 Your Path Wealth Management’s fees compare

• Its hourly rate of $350 is above the Minnesota median of $263. 70% of the 115 other Minnesota planners that publish an hourly rate charge less.
• 6 of the 9 other planners in Bloomington that publish an hourly rate charge less.
• Its flat or project fee of $3,600 is below the Minnesota median of $5,250. 39% of the 108 other Minnesota planners that publish a flat or project fee charge less.
• 1 of the 7 other planners in Bloomington that publish a flat or project fee charge less.

About Your Path Wealth Management

• Principal: John Ehrenfeld
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2026.

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• Business owners

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

1.5% a year

Employees

1

Services reported to regulators

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

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

341249

Website

yourpathwm.com (opens in new tab)

Phone

(763) 219-4983

Can advise clients in 2 states: Indiana, Minnesota

Other planners in Bloomington that publish fees

• Barrington Capital Management, Inc.Bloomington$250/hr
• Boyum Wealth Architects LLCBloomington$350/hr, $1,500⁠-⁠$50,000
• Caissa Wealth StrategiesBloomington$170⁠-⁠$450/hr, $3,000
• Centurion Financial Strategies LLCBloomington$350/hr
• Clerestory Advisors, IncBloomington$3,000⁠-⁠$5,000
• Guzek Asset ManagementBloomington$150⁠-⁠$250/hr, $150⁠-⁠$10,000

Compare all 20 planners in Bloomington