Great PATH Planning
SEC RegisteredFIND YOUR GREAT PATH
About the firm
Great Path Planning provides comprehensive financial guidance and investment management so our clients can be on a great path, whatever the ultimate destination of the journey. The firm's expertise is focused on retirement planning for people within five years of retirement and on business owners, entrepreneurs, and self-employed professionals.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Retirement planning, business consulting, business sale and exit planning, financial planning for veterans, comprehensive financial guidance, and investment management.
Who they serve
People within five years of retirement, business owners, entrepreneurs, and self-employed professionals.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 11 | $4.1M |
| High Net Worth Individuals | 55 | $160M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
2 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of March 20, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Great PATH Planning has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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