# Trusted Path Wealth Management

> Fee-only, fiduciary financial planning and investment management for individuals and families. Based in Santa Rosa, CA and serving clients nationwide. Founded by Hardik Patel, a registered investment adviser (RIA).

## Core Pages

- https://trustedpathwealth.com/
  Fee-only fiduciary financial advisor in Santa Rosa, CA. Helps individuals and families with retirement planning, tax-efficient investing, and personalized wealth management. No commissions, no conflicts of interest.

- https://trustedpathwealth.com/story
  Background on founder Hardik Patel — his path from early financial lessons to founding an independent, fee-only RIA in Santa Rosa, CA. Explains the philosophy behind the firm's client-first, fiduciary model.

- https://trustedpathwealth.com/services
  Full breakdown of services: discretionary investment management and holistic financial planning covering tax strategy, retirement, cash flow, college savings, insurance review, and estate planning coordination.

- https://trustedpathwealth.com/process
  Six-step client engagement process from initial discovery call through ongoing advisory relationship. Explains what clients experience at each stage and how recommendations are made.

- https://trustedpathwealth.com/investment-philosophy
  Explains the firm's evidence-based, tax-aware investment approach. Covers why Trusted Path builds personalized portfolios instead of using prepackaged model portfolios, and how the philosophy connects to long-term client goals.

- https://trustedpathwealth.com/pricing
  Transparent fee schedule for all three service models: ongoing financial planning ($3,600–$10,500/year fixed fee), investment management (tiered AUM-based fee from 0.5%–1%), and project-based planning ($300/hour or fixed fee). No hidden charges.

- https://trustedpathwealth.com/start
  How to begin working with Trusted Path — who the firm serves, what the initial consultation covers, and what to expect in the first meeting. In-person in Santa Rosa or virtual.

- https://trustedpathwealth.com/knowledge
  Curated financial education hub organized by topic: retirement planning, tax strategy, Social Security, investment management, and financial planning basics. Links to in-depth guides and blog posts.

- https://trustedpathwealth.com/sample-financial-plans
  Anonymized, hypothetical financial planning case studies showing how the firm approaches real client scenarios — useful for understanding what personalized planning looks like in practice.

- https://trustedpathwealth.com/blog
  All published articles on retirement planning, tax-efficient investing, Social Security strategy, 401(k) decisions, and fiduciary financial advice.

## Machine-Readable Resources

- https://trustedpathwealth.com/robots.txt
- https://trustedpathwealth.com/sitemap.xml
- https://trustedpathwealth.com/llms-full.txt