About WealthPath
Built by planners. Trusted for 26 years.
We started WealthPath with a simple conviction: families deserve advice that puts them first — legally, structurally and culturally. Today we guide $2.4 billion for 1,900+ families, and that conviction hasn't changed a day since.
34 advisors
CFP®-dominated team
$2.4B+
Client assets guided
1,900+
Families advised
26 yrs
Average advisor experience
98%
Client retention rate
Our story
Twenty-six years of showing up
From three clients in a conference room to a national firm — the chapters in between.
Founded in San Diego
Two planners with a shared frustration — an industry that sold products instead of plans — start a fee-only firm with three clients and a conference room.
The first stress-test
Our planning-first approach proves itself in the financial crisis. Not one client sold at the bottom. Retention that year: 100%.
Families, not just accounts
We expand into multi-generational planning — estate, college and wealth transfer — and our second generation of clients begins arriving.
National reach
Virtual planning opens the door to clients in 40+ states, with the same local, personal service from our Harbor Bay office.
1,900+ families and counting
A team of 34 advisors, planners and analysts — still fee-only, still fiduciary, still plan-first. 98% of our clients stay with us year after year.
Our values
The principles we won't trade
Fiduciary, Always
We are legally and ethically bound to act in your best interest. Every recommendation, every product, every year.
Fee-Transparent
No commissions. No hidden loads. You see exactly what you pay, in plain dollars, before you agree to anything.
Plan-First, Product-Later
Products are tools we reach for only when a plan requires them — never the starting point of a conversation.
Advice for Life's Chapters
Marriage, children, career changes, loss, inheritance, retirement. We show up for the whole story, not just the numbers.
Your trust, secured
A fiduciary standard with teeth
Fiduciary isn't a slogan for us — it's a legal and structural commitment. We are fee-only: we earn nothing from selling products, recommending one fund over another, or churning your accounts. Our ADV Part 2 is public record, our fees are in plain dollars, and our compensation is disclosed before you sign anything.
Registered & regulated
SEC-registered investment adviser with a verified fiduciary duty.
Fee-only, period
No commissions, no 12b-1 fees, no product sales. Ever.
Conflict-free research
Independent research and custody partners chosen on merit.
Bank-grade security
256-bit encryption, biometric access and SIPC protection.
Come see the difference for yourself
Meet the team, tour the office, and get an honest read on where you stand financially — on us.