About Pathways Advisory Group, Inc.
Pathways Advisory Group, Inc. is a fee-only registered investment advisor (RIA) based in Fresno, California, dedicated to providing thoughtful, personalized financial guidance. The firm specializes in comprehensive financial planning, investment management, tax planning, retirement planning, accumulation and withdrawal strategies, and estate and beneficiary planning. Serving individuals, high-net-worth individuals, and pension/profit-sharing plans, Pathways Advisory Group helps clients build wealth, secure their retirement, and plan their legacy. With a team of seasoned advisors, including CFP® professionals, the firm is committed to clarity, confidence, and security throughout their clients' financial journeys. Pathways Advisory Group operates from its single office in Fresno, CA, and is a member of NAPFA. They aim to navigate the complexities of financial planning, ensuring customized and efficient strategies for every client.
Website: https://pathwaysadvisorygroup.com/
Founded: 2007
Office Locations
- Fresno, CA (Headquarters)
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $269.4M
Plans Serviced (2024)
Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| COMMUNITY HOSPITALS OF CENTRAL CALIFORNIA TAX SHELTERED ANNUITY PLAN | COMMUNITY HOSPITALS OF CENTRAL CALIFORNIA, CA | $673M | 10,887 |
| VALLEY CHILDREN'S HOSPITAL DEFINED CONTRIBUTION RETIREMENT PLAN | VALLEY CHILDREN'S HOSPITAL, CA | $612M | 3,806 |