# Sage Path Solutions

> Sage Path Solutions is a state-registered investment advisory firm, registered since 2020, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 2, 2026.

- CRD: 307479
- Filed as: SAGE PATH SOLUTIONS
- Legal name: Barbara J Norman, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: February 2, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/307479
- AdvisorCensus page: https://advisorcensus.com/firm/sage-path-solutions-307479

## Quick answers

**How is Sage Path Solutions compensated?**
On its Form ADV (Item 5.E, October 2026), Sage Path Solutions 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 Sage Path Solutions registered with the SEC or a state?**
Sage Path Solutions is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 307479.

**How much does Sage Path Solutions manage?**
Sage Path Solutions reports $75,846,582 in regulatory assets under management in its Form ADV filing dated February 2, 2026 (100% discretionary).

**What types of clients does Sage Path Solutions serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (43); high net worth individuals (19).

**Does Sage Path Solutions 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/307479

## 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: $75,846,582
- Discretionary: $75,846,582
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 43 | $27,305,771 |
| High net worth individuals | 19 | $48,540,811 |

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

### Firm details
- Registered since: 2020 (6 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [linktr.ee/barbaranorman](https://linktr.ee/barbaranorman)
- [music.amazon.com/podcasts/5cc9b20d-992f-4964-a763-3a05b331bf4d](https://music.amazon.com/podcasts/5cc9b20d-992f-4964-a763-3a05b331bf4d)
- [open.spotify.com/show/3q3FqotuXt62tKz55hXLCd](https://open.spotify.com/show/3q3FqotuXt62tKz55hXLCd)
- [podcasts.apple.com/us/podcast/sage-money-conversations-with-barbara-norman-cfp/id1761661109](https://podcasts.apple.com/us/podcast/sage-money-conversations-with-barbara-norman-cfp/id1761661109)
- [sagepathsolutions.com](https://sagepathsolutions.com)
- [stitcher.com/s](https://stitcher.com/s)
- [tunein.com/podcasts/Business--Economics-Podcasts/Sage-Money-Conversations-p1572604](https://tunein.com/podcasts/Business--Economics-Podcasts/Sage-Money-Conversations-p1572604)
- Instagram @sagepathsolutions
- LinkedIn @sagepathsolutions
- LinkedIn @barbara-norman-ceo-sage-path-solutions-cfp®-cdfa®-a7b83a29
- YouTube @sagepathsolutions

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sage Path Solutions (CRD 307479): Form ADV filing data as of October 2026.