# Pathways Financial Planning

> Pathways Financial Planning is a state-registered investment advisory firm in Neptune, NJ, registered since 2025, with no regulatory assets under management reported in its Form ADV filing dated April 16, 2026.

- CRD: 334143
- Filed as: PATHWAYS FINANCIAL PLANNING
- Legal name: Pathways Financial Planning, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Neptune, NJ
- Filing period: October 2026
- Form ADV filing dated: April 16, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/334143
- AdvisorCensus page: https://advisorcensus.com/firm/pathways-financial-planning-neptune-nj-334143

## Quick answers

**How is Pathways Financial Planning compensated?**
On its Form ADV (Item 5.E, October 2026), Pathways Financial Planning reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Pathways Financial Planning located?**
Pathways Financial Planning's principal office is in Neptune, NJ, according to its Form ADV.

**Is Pathways Financial Planning registered with the SEC or a state?**
Pathways Financial Planning is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 334143.

**What types of clients does Pathways Financial Planning serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (34); high net worth individuals (4).

**Does Pathways 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/334143

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 34 | $0 |
| High net worth individuals | 4 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA, ME, NH, NJ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- pathwaysfp.com
- Instagram @Pathways_Financial_Planning

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Pathways Financial Planning (CRD 334143): Form ADV filing data as of October 2026.