Great Path Planning is a registered investment advisor based in Goshen, New York, founded in 2016 and led by Christopher Pollard. The firm specializes in comprehensive, ongoing financial planning combined with portfolio management. Rather than charging a percentage of your assets, Great Path Planning determines flat annual fees based on your household size, net worth, and financial complexity. Their services cover goal setting, budgeting, tax planning, real estate evaluation, estate planning reviews, small business consulting, insurance analysis, and retirement projections. Investments are managed using passive strategies primarily through index mutual funds and exchange-traded funds, executed on a discretionary basis. The firm also offers project-based consulting, one-time meetings, and institutional retirement plan management. Additionally, clients have access to tax preparation and business consulting through an affiliated entity, Great Path Tax Services.
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.
