# Flightpath Financial Planning

> Flightpath Financial Planning is a state-registered investment advisory firm in Del Mar, CA, registered since 2022, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 26, 2026.

- CRD: 318701
- Filed as: FLIGHTPATH FINANCIAL PLANNING
- Legal name: Flightpath Financial Planning LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Del Mar, CA
- Filing period: October 2026
- Form ADV filing dated: February 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/318701
- AdvisorCensus page: https://advisorcensus.com/firm/flightpath-financial-planning-del-mar-ca-318701

## Quick answers

**How is Flightpath Financial Planning compensated?**
On its Form ADV (Item 5.E, October 2026), Flightpath Financial Planning reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Flightpath Financial Planning located?**
Flightpath Financial Planning's principal office is in Del Mar, CA, according to its Form ADV.

**Is Flightpath Financial Planning registered with the SEC or a state?**
Flightpath Financial Planning is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 318701.

**How much does Flightpath Financial Planning manage?**
Flightpath Financial Planning reports $11,066,876 in regulatory assets under management in its Form ADV filing dated February 26, 2026 (100% discretionary).

**What types of clients does Flightpath Financial Planning serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (33); high net worth individuals (6).

**Does Flightpath Financial Planning report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/318701

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $11,066,876
- Discretionary: $11,066,876
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 33 | $5,933,807 |
| High net worth individuals | 6 | $5,133,069 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2022 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- flightpathfinancialplanning.com
- flightpathfp.com
- Facebook @FlightPathFP
- LinkedIn @flightpath-financial-planning

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Flightpath Financial Planning (CRD 318701): Form ADV filing data as of October 2026.