Philip Guske is a CFP-designated registered investment advisor at Pathfinder Advisory, INC., based in Rockford, IL, with 17 years of industry experience. Philip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 142 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $4.0M | 1.50% |
| $4M+ | 1.00% |
Fees are negotiable based on factors such as anticipated future earnings, additional assets, and account composition. Third-party platform strategies like Matson Money may have separate fee schedules ranging from 0.25% to 1.40%.
Fee Estimator
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.
Learn about disclosures →Employment History
Current Registrations
Pathfinder Advisory, INC.
State Registrations3 states
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
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