Philip Guske is a registered investment advisor at Pathfinder Advisory, INC., based in Rockford, IL, with 28 years of industry experience. Philip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 133 clients with $97M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Pathfinder Wealth Management's annual investment advisory fee is based on a percentage of your investments. The specific fee is in the Investment Advisory Agreement.
If Pathfinder recommends Matson Money to manage your assets, your fees may range from 0.25% to 1.40% of your investments, charged quarterly in advance. These fees are negotiable.
Location
6981 Redansa Dr, Rockford, IL, 61108
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Philip owns and operates Hallmark Properties of Rockford LLC, a commercial real estate rental company, since 2005. He spends minimal time on this business each month.
Employment History
Current Registrations
Pathfinder Advisory, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.