# Nandi Pathefinder & Flourish Financial Group

> Nandi Pathefinder & Flourish Financial Group is a state-registered investment advisory firm in Eugene, OR, registered since 2013, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 165340
- Filed as: NANDI PATHEFINDER & FLOURISH FINANCIAL GROUP
- Legal name: Pathefinder, Nandi, Dean
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Eugene, OR
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/165340
- AdvisorCensus page: https://advisorcensus.com/firm/nandi-pathefinder-and-flourish-financial-group-eugene-or-165340

## Quick answers

**How is Nandi Pathefinder & Flourish Financial Group compensated?**
On its Form ADV (Item 5.E, October 2026), Nandi Pathefinder & Flourish Financial Group reports these compensation arrangements: a percentage of assets under its management; hourly charges; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Nandi Pathefinder & Flourish Financial Group located?**
Nandi Pathefinder & Flourish Financial Group's principal office is in Eugene, OR, according to its Form ADV.

**Is Nandi Pathefinder & Flourish Financial Group registered with the SEC or a state?**
Nandi Pathefinder & Flourish Financial Group is a state-registered investment advisory firm, registered since 2013. Status as filed: APPROVED. CRD 165340.

**How much does Nandi Pathefinder & Flourish Financial Group manage?**
Nandi Pathefinder & Flourish Financial Group reports $4,116,809 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary).

**What types of clients does Nandi Pathefinder & Flourish Financial Group serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (17).

**Does Nandi Pathefinder & Flourish Financial Group 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/165340

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Other

### Regulatory assets under management (Item 5.F)
- Total: $4,116,809
- Discretionary: $4,116,809
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 17 | $4,116,809 |
| High net worth individuals | Fewer than 5 | Not reported |
| Banking or thrift institutions | Fewer than 5 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | Not reported |
| Charitable organizations | Fewer than 5 | Not reported |
| State or municipal government entities (including government pension plans) | Fewer than 5 | Not reported |
| Other investment advisers | Fewer than 5 | Not reported |
| Insurance companies | Fewer than 5 | Not reported |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | Not reported |
| Corporations or other businesses not listed above | Fewer than 5 | Not reported |

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

### Firm details
- Registered since: 2013 (13 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, OR
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- flourishfinancialgroup.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Nandi Pathefinder & Flourish Financial Group (CRD 165340): Form ADV filing data as of October 2026.