What departments does Pathfinder Planning LLC have?

Pathfinder Planning LLC has employees across 1 departments including Finance.

What is the largest department at Pathfinder Planning LLC?

The largest department at Pathfinder Planning LLC is Finance with 1 employees.

Where are Pathfinder Planning LLC employees located globally?

Pathfinder Planning LLC has employees across 1 continents and 1 countries including United States Of America.

How has Pathfinder Planning LLC's team size changed over time?

Pathfinder Planning LLC's team has remained stable from approximately 3 to 3 employees based on available data.

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Pathfinder Planning LLC Employee Directory

Financial ServicesSouth Carolina, United States2-10 Employees

Pathfinder Planning LLC is a financial services firm based in Lake Wylie, South Carolina, serving young adults and families in the Lake Wylie and South Charlotte area with personal financial planning. The firm emphasizes straightforward pricing and does not rely on ongoing commissions or sales of financial products. It has no account minimums or net worth requirements, and the guidance is designed to be unbiased and independent of product sales. Clients can retain their existing brokerage, bank, and insurance relationships while receiving targeted advice to help meet specific goals. The company operates with a small team, underscoring a local, client-focused approach within the financial services field.

Pathfinder Planning LLC Global Highlights

North America
6

United States Of America
6

Pathfinder Planning LLC's Leadership

A. S.
Partner/Director Of Investments
Mobile Phone
Email
K. M.
Lead Advisor
Mobile Phone
Email
P. J. H.
Your Financial Mom
Mobile Phone
Email

Pathfinder Planning LLC Employee Metrics

100%

50%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from Pathfinder Planning LLC

Name

Title

Contact Info

Location

Last Update

A. S.
Partner/Director Of Investments
Mobile Phone
Email
United StatesNorth Carolina
May 04, 2026
K. M.
Lead Advisor
Mobile Phone
Email
United StatesFlorida
Apr 17, 2026
P. J. H.
Your Financial Mom
Mobile Phone
Email
May 28, 2026

Frequently Asked Questions

What is Pathfinder Planning LLC known for?

Pathfinder Planning LLC operates in the Financial Services industry. The company's main headquarters is located in 8 Mischief Lane Lake Wylie, South Carolina 29710 United States; you can contact the main corporate office by phone at

+1-704-301-****

. Explore Pathfinder Planning LLC's company overview page for more information.

What is Pathfinder Planning LLC's most common email format?

Pathfinder Planning LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Pathfinder Planning LLC email formats with LeadIQ.

How many employees does Pathfinder Planning LLC have currently?

Pathfinder Planning LLC has approximately 3 employees as of May 2026. These team members are located across 1 continents, including North America.

Who are Pathfinder Planning LLC's key employees and leadership?

As of May 2026, Pathfinder Planning LLC's key employees include:

Partner/Director Of Investments: A. S.
Lead Advisor: K. M.
Your Financial Mom: P. J. H.

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Pathfinder Planning LLC Employee Directory

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