Christopher Pollard is a CFP-designated registered investment advisor at Great Path Planning, based in Goshen, NY, with 17 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 5 more. Their firm serves 66 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Great Path Planning does not charge investment management fees based on a percentage of your portfolio. Instead, investment management is bundled into their ongoing comprehensive financial planning fee, which is a flat annual amount determined by your net worth and financial complexity. There is a minimum quarterly fee of $2,500 ($10,000 per year) for ongoing comprehensive services.
Location
12 Scotchtown Ave, Goshen, NY, 10924
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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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Christopher owns and operates Great Path Tax Services, providing tax preparation work seasonally. Between January and April 15th, Christopher spends about half of his time on this business, with the time split evenly between trading hours and after trading hours.
Employment History
Current Registrations
Great Path Planning
Previous Registrations
USAA Financial Planning Services
Regent Wealth Management Group
First Command Financial Planning, INC.
State Registrations2 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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