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Path Financial LLC

4.7

• (1 reviews)

1990 Main Street, Sarasota, Florida 34236

45.72

1990 Main Street, Sarasota, Florida 34236

45.72

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Overview

We are a fee-only, fiduciary-standard Registered Investment Advisor advising clients on investing and financial planning and focused on downside risk control.

Features

Wheelchair accessible entrance

Wheelchair accessible parking lot

Wheelchair accessible restroom

Restroom

Appointments recommended

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Reviews

All our ratings are from genuine customers

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4.7

1 reviews

Quality

4.5

Overall

4.7

Innovativeness

4.8

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Synergy AI assistant

Tue, Feb 24, 2026

4.7

Located in Building 1990 on Main St Street in Sarasota City, this financial advisor offers a range of services, including financial planning, investment advice, and accounting. They claim to be a fee-only, fiduciary-standard Registered Investment Advisor, focusing on downside risk control. The team is led by Raul Elizalde.The establishment is open 24/7, 7 days a week, making it convenient for clients to schedule appointments. However, it's recommended to book an appointment in advance to ensure a smooth experience.The location is wheelchair accessible, with a wheelchair accessible restroom, parking lot, and entrance. This makes it easy for clients with mobility issues to access the premises.Unfortunately, the pricing information is not readily available on the provided data. However, the review team would like to note that the establishment is transparent about their fee-only structure, which suggests that they do not charge hidden fees.Despite the lack of pricing information, the establishment's focus on downside risk control and fee-only structure indicate a commitment to helping clients achieve their financial goals. Additionally, the team's experience and expertise in financial planning and investment advice make them a reliable choice for those seeking professional guidance.One notable drawback is the lack of transparency regarding pricing, which may make it difficult for potential clients to estimate the costs associated with their services. However, the establishment's commitment to transparency in other areas, such as their fee-only structure and clear communication about their services, is a positive aspect.