Philip Guske is a CFP-designated registered investment advisor at Pathfinder Advisory, INC., based in Rockford, IL, with 16 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.
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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.