Fee-only adviser · Novi, MI
Pathway Financial Planning
Pathway Financial Planning is a fee-only investment adviser registered with the securities regulator of Michigan, with a mailing address in Novi, Michigan (its office is a private residence, so the street address is not published). On its latest Form ADV, filed March 11, 2026, it reports $38M in regulatory assets under management, 22 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Michigan |
|---|---|
| Firm CRD number | 159416 |
| Office | Novi, MI (mailing address; office not published) |
| Phone | (248) 567-2160 |
| Website | www.pathwayplanning.com |
| Regulatory assets under management | $38M ($34M discretionary) |
| Individual clients | 22 non-high-net-worth, 0 high-net-worth |
| Financial planning clients | 11-25 |
| How it charges | Percentage of assets |
| Services | Financial planning, Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 11, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Novi
- Dahring | Cusmano and Associates $781M
- Provident Investment Management, Inc. $1.1B
- Verdura Wealth Management, LLC $11M
- Nfi Advisors, Inc $42M
- George Papadopoulos, Cpa/pfs,cfp $70M
See all 6 fee-only advisers in Novi →
Nearby
- Northville 5 firms
- Farmington Hills 4 firms
- Livonia 5 firms
- Plymouth 7 firms
- Canton 1 firm
- South Lyon 1 firm
- Southfield 6 firms
- Bingham Farms 2 firms
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Pathway Financial Planning? Update this listing.