Narrow Path Guidance provides advice on various financial planning topics, including cash flow, education funding, retirement, risk management, estate, and tax issues. They do not manage investment accounts or offer bundled fees. The firm works with individuals, high net worth individuals, businesses, and charitable organizations. An initial interview is conducted to discuss the client's situation and goals.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Narrow Path Guidance does not provide ongoing supervision of clients’ investment accounts, nor do they trade within clients' accounts unless requested. They provide information about investment vehicles, general investment analysis, portfolio design, and limited assistance with accounts held elsewhere.
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