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CFP
OA
CFP

Oscar Alvarez

Pathway Financial Planning, INC.
23 Years of Experience
Newport News, VA
Sells Insurance
View SEC Summary
View SEC Summary

Oscar Alvarez is a CFP-designated registered investment advisor at Pathway Financial Planning, INC., based in Newport News, VA, with 23 years of industry experience. Oscar operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 120 clients with $28M in assets under management.

Pathway Financial Planning, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
120 clients
Average Client Portfolio
$236K average
Assets Under Management
$28.3M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.10%
$500K - $1.0M0.99%
$1.0M - $1.5M0.82%
$1.5M - $2.0M0.71%
$2M+0.60%

Fees are effective starting April 1, 2026. Accounts within the same household may be combined for a reduced fee. Rates are negotiable and will never exceed 1.1%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

780 Pilot House Drive, Suite 100C, Newport News, VA, 23606

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History

Regulatory History
Clean regulatory record

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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Other Business ActivitiesSells Insurance

Oscar works as an insurance agent selling insurance products and services through Pathway Financial Services since 2011. This activity takes about half of Oscar's time.

Employment History
Current Registrations
Pathway Financial Planning, INC.
November 2014 - Present · 11 yrs 11 mos
Previous Registrations
Voya Financial Advisors, INC.
June 2011 - October 2014 · 3 yrs 4 mos
Metlife Securities INC.
November 2002 - May 2011 · 8 yrs 6 mos
State Registrations2 states
TXVA
Advisor

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.

Exams
No exam information available for this advisor.
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