# Pathfinder Planning LLC

> Pathfinder Planning LLC is a state-registered investment advisory firm, registered since 2010, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated September 7, 2026.

- CRD: 154713
- Filed as: PATHFINDER PLANNING LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: September 7, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/154713
- AdvisorCensus page: https://advisorcensus.com/firm/pathfinder-planning-llc-154713

## Quick answers

**How is Pathfinder Planning LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Pathfinder Planning LLC 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.

**Is Pathfinder Planning LLC registered with the SEC or a state?**
Pathfinder Planning LLC is a state-registered investment advisory firm, registered since 2010. Status as filed: APPROVED. CRD 154713.

**How much does Pathfinder Planning LLC manage?**
Pathfinder Planning LLC reports $29,006,098 in regulatory assets under management in its Form ADV filing dated September 7, 2026 (100% discretionary).

**What types of clients does Pathfinder Planning LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (47); high net worth individuals (6).

**Does Pathfinder Planning LLC 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/154713

## 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: $29,006,098
- Discretionary: $29,006,098
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 47 | $12,018,358 |
| High net worth individuals | 6 | $16,987,740 |

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

### Firm details
- Registered since: 2010 (16 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC, SC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- pathfinderplanningllc.com
- Facebook @YOUR-FINANCIAL-MOM-104454556286904
- Instagram @PAMHORACK
- LinkedIn @PAMHORACK
- Pinterest @PAMHORACK

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Pathfinder Planning LLC (CRD 154713): Form ADV filing data as of October 2026.