# Open Path Financial

> Open Path Financial is a state-registered investment advisory firm in Goleta, CA, registered since 2024, with no regulatory assets under management reported in its Form ADV filing dated March 29, 2026.

- CRD: 329943
- Filed as: OPEN PATH FINANCIAL
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Goleta, CA
- Filing period: October 2026
- Form ADV filing dated: March 29, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/329943
- AdvisorCensus page: https://advisorcensus.com/firm/open-path-financial-goleta-ca-329943

## Quick answers

**How is Open Path Financial compensated?**
On its Form ADV (Item 5.E, October 2026), Open Path Financial reports these compensation arrangements: hourly charges.

**Where is Open Path Financial located?**
Open Path Financial's principal office is in Goleta, CA, according to its Form ADV.

**Is Open Path Financial registered with the SEC or a state?**
Open Path Financial is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 329943.

**Does Open Path Financial 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/329943

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges

### Advisory services (Item 5.G)
- Financial planning services

### Firm details
- Registered since: 2024 (2 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)
- openpath.financial
- Facebook @openpathfinancial
- Instagram @openpathfinancial
- LinkedIn @aubrey-williams-8a823
- TikTok @aubreyopenpathfinancial
- X @openpathfinancl
- YouTube @UCzQfIL3bbTWaqXq2xGmlkIw

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Open Path Financial (CRD 329943): Form ADV filing data as of October 2026.