# Personal Path Financial Planning

> Personal Path Financial Planning is a state-registered investment advisory firm in Durham, NC, registered since 2017, with no regulatory assets under management reported in its Form ADV filing dated March 30, 2026.

- CRD: 289380
- Filed as: PERSONAL PATH FINANCIAL PLANNING
- Legal name: Macdonald, Mary Robey
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Durham, NC
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/289380
- AdvisorCensus page: https://advisorcensus.com/firm/personal-path-financial-planning-durham-nc-289380

## Quick answers

**How is Personal Path Financial Planning compensated?**
On its Form ADV (Item 5.E, October 2026), Personal Path Financial Planning reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees).

**Where is Personal Path Financial Planning located?**
Personal Path Financial Planning's principal office is in Durham, NC, according to its Form ADV.

**Is Personal Path Financial Planning registered with the SEC or a state?**
Personal Path Financial Planning is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 289380.

**Does Personal Path 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/289380

## From the Form ADV filing

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

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

### Firm details
- Registered since: 2017 (9 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- personalpathfp.com
- LinkedIn @personal-path-financial-planning
- LinkedIn @maryrmacdonald

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Personal Path Financial Planning (CRD 289380): Form ADV filing data as of October 2026.