# Right Path Financial Planning, L.L.C.

> Right Path Financial Planning, L.L.C. is a state-registered investment advisory firm, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 336466
- Filed as: RIGHT PATH FINANCIAL PLANNING, L.L.C.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in North Carolina
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/336466
- AdvisorCensus page: https://advisorcensus.com/firm/right-path-financial-planning-l-l-c-336466

## Quick answers

**How is Right Path Financial Planning, L.L.C. compensated?**
On its Form ADV (Item 5.E, October 2026), Right Path Financial Planning, L.L.C. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Is Right Path Financial Planning, L.L.C. registered with the SEC or a state?**
Right Path Financial Planning, L.L.C. is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 336466.

**How much does Right Path Financial Planning, L.L.C. manage?**
Right Path Financial Planning, L.L.C. reports $1,795,782 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary).

**Does Right Path Financial Planning, L.L.C. 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/336466

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $1,795,782
- Discretionary: $1,795,782
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $908,559 |
| High net worth individuals | Fewer than 5 | $887,223 |

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

### Firm details
- Registered since: 2025 (1 year)
- 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)
- Facebook @Right-Path-Financial-Planning

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Right Path Financial Planning, L.L.C. (CRD 336466): Form ADV filing data as of October 2026.