# Pathway Planning Inc

> Pathway Planning Inc is a state-registered investment advisory firm in Brookhaven, MS, registered since 1992, reporting under $25 million in regulatory assets under management in its Form ADV filing dated April 6, 2026.

- CRD: 117051
- Filed as: PATHWAY PLANNING INC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Brookhaven, MS
- Filing period: October 2026
- Form ADV filing dated: April 6, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/117051
- AdvisorCensus page: https://advisorcensus.com/firm/pathway-planning-inc-brookhaven-ms-117051

## Quick answers

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

**Where is Pathway Planning Inc located?**
Pathway Planning Inc's principal office is in Brookhaven, MS, according to its Form ADV.

**Is Pathway Planning Inc registered with the SEC or a state?**
Pathway Planning Inc is a state-registered investment advisory firm, registered since 1992. Status as filed: APPROVED. CRD 117051.

**How much does Pathway Planning Inc manage?**
Pathway Planning Inc reports $11,607,630 in regulatory assets under management in its Form ADV filing dated April 6, 2026 (100% discretionary).

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

**Does Pathway Planning Inc 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/117051

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $11,607,630
- Discretionary: $11,607,630
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 22 | $11,607,630 |

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

### Firm details
- Registered since: 1992 (34 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MS
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Pathway Planning Inc (CRD 117051): Form ADV filing data as of October 2026.