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Your Path Financial LLC

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Client assets under management

$2,446,012

Clients

3

100% high-net-worth

Advisors

2

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

2

Very Low

Average account size

$815,337

About

Your Path Financial LLC provides discretionary portfolio management, pension consulting, and advisor-led investment guidance to high‑net‑worth individuals, pension and profit‑sharing plans, and business clients. The SEC‑registered firm reports two advisors who manage roughly $2.45 million in client assets across three reported client accounts.

The firm tailors investment advice to each client's objectives and generally operates with discretionary authority, relying heavily on model portfolios and third‑party money managers (TPMMs) whose strategies it selects and monitors. It offers exposure to a broad range of investments—equities, fixed income, mutual funds, ETFs, REITs, structured products, and variable annuities—and notes that tax efficiency is not a primary focus unless agreed in writing.

Distinctive aspects include the firm’s concentrated scale—very few clients and modest AUM relative to many supported peers—and its routine use of TPMMs and the Charles Schwab institutional platform for custody and trade execution. The advisory team also conducts insurance sales as licensed agents and operates an affiliated education service, arrangements that the brochure discloses as potential conflicts of interest tied to commissions and referral compensation.

Client services

Portfolio management Pension consulting Selection of other advisers

Expertise

Wealth management

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Fee options

Percentage

up to 1.2% annually, billed quarterly at up to 0.30% per quarter (negotiable)

Commissions

Investment adviser representatives are licensed insurance agents and may earn commissions for selling insurance products separate from advisory fees.

Other

Account minimum: $5,000 Fee-only: Annual fee up to 1.2% of assets under management, payable quarterly in arrears, negotiable; Pension consulting fees up to 0.50% annually, billed quarterly in advance, negotiable; No separate fee for TPMM selection, firm shares in TPMM fees.

Main office location

Your Path Financial LLC

Adkins TX, United States

Number of offices

2

Most active in

More info

California · Texas

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 940-441-4466

Advisors at this firm

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user avatar

Anthony H

Series 65

Fort Worth, TX

Your Path Financial LLC

Anthony Hinojosa is a financial advisor at Your Path Financial LLC in Fort Worth, TX, holding a Series 65 designation with five years of industry experience. His prior work includes roles at Mayo Performance and Honda of Fort Worth. He is also a licensed insurance agent offering life insurance and annuities. Your Path Financial LLC provides discretionary and non-discretionary portfolio management and pension consulting to high-net-worth individuals, pension and profit-sharing plans, and corporate clients. The firm typically implements strategies through third-party model portfolios and conducts regular reviews while assisting clients with investment education and a broad range of investment options.

Wealth management
user avatar

Kathleen K

Series 63, Series 65

Adkins, TX

Your Path Financial LLC

Kathleen Kempf is a financial advisor with Your Path Financial LLC in Adkins, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked at multiple firms including Purshe Kaplan Sterling Investments and Global View Capital Management, LTD. Kempf also writes and conducts educational and spiritual workshops related to money and finance through her role as president of Your Path 4 Prosperity LLC. Your Path Financial LLC provides discretionary and non-discretionary portfolio management and pension consulting services to high-net-worth individuals, pension and profit-sharing plans, and corporate clients. The firm emphasizes tailored investment strategies implemented primarily through third-party model portfolios and conducts ongoing manager monitoring and client reviews.

Wealth management
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