Open Path Financial provides financial planning services through individual consultations. They offer advice on various topics, including financial independence, retirement planning, investments, and estate planning. Open Path Financial does not manage assets or have custody of client funds. They focus on providing advice and recommendations based on client-provided information.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Open Path Hourly Advice — $385 per hour for general advice without detailed analysis.
- Level 1 Financial Plan — $3,850 - $7,700 for a financial plan focused on client-requested areas with modest complexity.
- Level 2 Financial Plan — $4,620 - $9,625 for a financial plan focused on client-requested areas with moderate complexity.
- Level 3 Financial Plan — $5,775 - $11,550 for a financial plan focused on client-requested areas with medium complexity.
- Level 4 Financial Plan — $9,625 - $15,400 for a financial plan focused on client-requested areas with moderately high complexity.
- Level 5 Financial Plan — $15,400 or more for a financial plan focused on client-requested areas with extremely high complexity.
One-Time Plan:$3,850 - $15,400
Hourly Rate:$385/hr
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