# Right Path Financial LLC

> Right Path Financial LLC is a state-registered investment advisory firm, registered since 2021, reporting under $25 million in regulatory assets under management in its Form ADV filing dated November 6, 2024.

- CRD: 310268
- Filed as: RIGHT PATH FINANCIAL LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Minnesota
- Filing period: October 2026
- Form ADV filing dated: November 6, 2024
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/310268
- AdvisorCensus page: https://advisorcensus.com/firm/right-path-financial-llc-310268

## Quick answers

**How is Right Path Financial LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Right Path Financial LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Right Path Financial LLC registered with the SEC or a state?**
Right Path Financial LLC is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 310268.

**How much does Right Path Financial LLC manage?**
Right Path Financial LLC reports $4,771,955 in regulatory assets under management in its Form ADV filing dated November 6, 2024 (0% discretionary).

**What types of clients does Right Path Financial LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (28).

**Does Right Path Financial 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/310268

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $4,771,955
- Discretionary: $0
- Non-discretionary: $4,771,955

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 28 | $4,771,955 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2021 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Right Path Financial LLC (CRD 310268): Form ADV filing data as of October 2026.