Planpath Financial
Financial planning in Marquette, MI
State registeredNo commissions reported
Public-record details
- Address
- 708 Chippewa Square #9, Marquette, MI 49855
- Phone
- (906) 261-0097
- Listed under
- Financial planning, Hourly fees, Flat / fixed fees
- Legal name
- Planpath Financial, L.L.C.
- CRD number
- 330175
- Registration
- State registered: MI
- Compensation (Form ADV 5.E)
- Hourly charges; Fixed fees
- Commissions
- None reported (Form ADV Item 5.E)
- Services (Form ADV 5.G)
- Financial planning; Portfolio management for individuals/small businesses; Educational seminars/workshops
- Regulatory assets under management
- $1.3 million
- Accounts managed
- 12
- Clients reported (Form ADV 5.D)
- 5
- Individual / high-net-worth clients
- 5 / 0
- Employees
- 2
- Other business activities (Form ADV 6.A)
- Also active as: accountant or accounting firm
- Disclosures reported on Form ADV
- None reported
- Latest Form ADV filing
- 2026-03-25
Read the official record
- SEC IAPD summary for CRD 330175 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
- FINRA BrokerCheck — look up the individual advisers at this firm.
- Firm website (as listed on Form ADV)
All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.