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Insights

Boutique scale Independent fee-only advisory with a small team in Fresno presents a potential upsell opportunity to mid-market tech-enabled platforms and custodial partners seeking high-touch, localManaged services for affluent clients.

Tech footprint Limited tech stack currently includes Word, servers, and open source tools; potential for offering modern advisory analytics, CRM integration, client portal enhancements, and cybersecurity solutions to modernize operations.

Tax and estate Strong emphasis on tax planning, estate and legacy strategies suggests cross-sell potential for expanded tax-efficient investing, trust services, and charitable giving programs with larger regional brokers or custodian partnerships.

Revenue signal Revenue range indicates a higher-margin advisory practice with room to scale; opportunity to pitch outsourced CCO/Compliance services, regulatory readiness, and practice management support to maintain growth.

Market fit Fresno Central Valley focus combined with independence may appeal to regional high-net-worth clients and business owners; approach can be tailored to regional marketing partnerships and targeted seminars with local professionals.

Similar companies to Pathways Advisory Group, Inc.

Pathways Advisory Group, Inc. Tech Stack

Pathways Advisory Group, Inc. uses 8 technology products and services including Google AdSense, Open Graph, Squarespace, and more. Explore Pathways Advisory Group, Inc.'s tech stack below.

Pathways Advisory Group, Inc.'s Email Address Formats

Pathways Advisory Group, Inc. uses at least 3 email formats:
Pathways Advisory Group, Inc. Email FormatsExamplePercentage
First@pathwaysag.comJohn@pathwaysag.com
67%
Last@pathwaysag.comDoe@pathwaysag.com
25%
FirstL@pathwaysag.comJohnD@pathwaysag.com
8%

Frequently Asked Questions

What is Pathways Advisory Group, Inc.'s phone number?

Minus sign iconPlus sign icon You can contact Pathways Advisory Group, Inc.'s main corporate office by phone at
+1-559-431-****
. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Pathways Advisory Group, Inc.'s official website and social media links?

Minus sign iconPlus sign iconPathways Advisory Group, Inc.'s official website is pathwaysag.com and has social profiles on LinkedIn.

How much revenue does Pathways Advisory Group, Inc. generate?

Minus sign iconPlus sign icon As of August 2026, Pathways Advisory Group, Inc.'s annual revenue is estimated to be $25M - $50M.

What is Pathways Advisory Group, Inc.'s NAICS code?

Minus sign iconPlus sign iconPathways Advisory Group, Inc.'s NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Pathways Advisory Group, Inc. have currently?

Minus sign iconPlus sign iconAs of August 2026, Pathways Advisory Group, Inc. has approximately 10 employees across 2 continents, including North America and Oceania. Key team members include President: D. W. and Partner: N. M. Explore Pathways Advisory Group, Inc.'s employee directory with LeadIQ.

What industry does Pathways Advisory Group, Inc. belong to?

Minus sign iconPlus sign iconPathways Advisory Group, Inc. operates in the Investment Management industry.

What technology does Pathways Advisory Group, Inc. use?

Minus sign iconPlus sign iconPathways Advisory Group, Inc.'s tech stack includes Google AdSense, Open Graph, Squarespace, Squarespace Commerce, Windows Server, Apache, Nginx and OpenGSE.

What is Pathways Advisory Group, Inc.'s email format?

Minus sign iconPlus sign iconPathways Advisory Group, Inc.'s email format typically follows the pattern of First@pathwaysag.com. Find more Pathways Advisory Group, Inc. email formats with LeadIQ.

When was Pathways Advisory Group, Inc. founded?

Minus sign iconPlus sign iconPathways Advisory Group, Inc. was founded in 2008.
Pathways Advisory Group, Inc. logo

Pathways Advisory Group, Inc.

Investment ManagementCalifornia, United States2-10 Employees

Pathways Advisory Group, Inc. is an independent, fee-only financial planning firm based in Fresno, in California's Central Valley. The firm provides services focused on retirement planning, investment management, tax-saving strategies, estate, gift, and legacy planning, and cash flow and debt management, with the aim of developing a personalized financial life plan for clients. Operating within the investment management industry, Pathways serves individuals seeking comprehensive guidance to address long-term financial goals and in-practice help navigate complex life events. The company emphasizes being independent in its approach, and is located in Fresno, California, offering its advisory services to clients through its local presence.

Section iconCompany Overview

Phone number
+1-559-431-****
Website
pathwaysag.com
NAICS Code
5239 - Other Financial Investment Activities
Founded
2008
Employees
2-10

Section iconFunding & Financials

  • $25M - $50M

    Pathways Advisory Group, Inc.'s revenue is estimated to be in the range of $25M - $50M

Company Leadership

  • President at Pathways Advisory Group, Inc.
    D. W.
    President
    Mobile Phone
  • Partner at Pathways Advisory Group, Inc.
    N. M.
    Partner
    Mobile Phone

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