# Pathway Financial Planning

> Pathway Financial Planning is a state-registered investment advisory firm in Novi, MI, registered since 2012, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 11, 2026.

- CRD: 159416
- Filed as: PATHWAY FINANCIAL PLANNING
- Legal name: Pathway Financial Planning, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Novi, MI
- Filing period: October 2026
- Form ADV filing dated: March 11, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/159416
- AdvisorCensus page: https://advisorcensus.com/firm/pathway-financial-planning-novi-mi-159416

## Quick answers

**How is Pathway Financial Planning compensated?**
On its Form ADV (Item 5.E, October 2026), Pathway Financial Planning reports these compensation arrangements: a percentage of assets under its management.

**Where is Pathway Financial Planning located?**
Pathway Financial Planning's principal office is in Novi, MI, according to its Form ADV.

**Is Pathway Financial Planning registered with the SEC or a state?**
Pathway Financial Planning is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 159416.

**How much does Pathway Financial Planning manage?**
Pathway Financial Planning reports $37,518,133 in regulatory assets under management in its Form ADV filing dated March 11, 2026 (91% discretionary).

**What types of clients does Pathway Financial Planning serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (22).

**Does Pathway 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/159416

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $37,518,133
- Discretionary: $34,075,085
- Non-discretionary: $3,443,048

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 22 | $29,329,593 |
| High net worth individuals | Fewer than 5 | $8,188,540 |

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

### Firm details
- Registered since: 2012 (14 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Pathway Financial Planning (CRD 159416): Form ADV filing data as of October 2026.