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Pathfinder Planning and Investments
Pathfinder Planning and Investments
Fee-Only (% of Portfolio)
Fixed/Hourly
View SEC Summary
View SEC Summary
Assets Under Management
$120M
Clients
79
Advisors
2
Avg. per Client
$1.5M
Avg. per Advisor
$61M
pathfinderplanmt.com
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Location
2 Advisors at this firm
HC
CFP
Hannah Cruz
JT
CFP
Jill Tripp
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Pathfinder Planning and Investments - Fees, AUM & Advisors | TrueAdvisor
