Flexpath Strategies
Aliso Viejo, CA·SEC-registered · CRD #174306
Flexpath Strategies is an SEC-registered investment advisory firm in Aliso Viejo, CA managing $2.9B across 741 client accounts, with 3 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$2.9B
Client accounts
741
Advisory staff
3
Fee model
Fee-only
How Flexpath Strategies is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Flexpath Strategies
How much does Flexpath Strategies manage?
Per its most recent SEC Form ADV filing (06/26/2026), Flexpath Strategies reports $2.9B in regulatory assets under management across roughly 741 client accounts.
How does Flexpath Strategies charge?
Flexpath Strategies is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Flexpath Strategies a fiduciary?
Yes. Flexpath Strategies is registered with the U.S. Securities and Exchange Commission (CRD #174306), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Flexpath Strategies taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Flexpath Strategies and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Flexpath Strategies's public SEC Form ADV filing (CRD #174306, filed 06/26/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Flexpath Strategies. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Flexpath Strategies? Claim this profile.