
Contact Information
Santa Barbara, CA
Meets Virtually:
Meets In-Person:
Accepting New Clients:
About Me
Hi, I'm Aubrey.
I started Open Path Financial, to be the financial advisor that I desperately needed but couldn't find. I hold a Masters from MIT, an MBA, and I'm a proud member of the Financial Independence/Retire Early (FI/RE) community and the ADHD/neurodivergent community. My mission is to help you put the tools of Financial Independence to work now, to begin living your FI life now, whether you are just starting out, close to FI, or already made the leap and are wondering just how far you can go. We are fee-only, advice-only, 100% fiduciary at all times and we work on the hourly model, so you only pay for the advice you need. No assets under management fees, retainer fees, or hidden kickbacks from financial products, we only work for you, at all times, period. I am grateful for each person and family I'm able to help. Thank you for taking the first step to your own Financial Independence.
With gratitude,
Aubrey Williams, MS MBA
$585
Hourly:
$350/hr
*Fees are subject to change. Contact this advisor for their most up to date fees.
LGBTQ+
FIRE
DIY Investors
Expats/Living Abroad
Artists/Creatives
Tax Strategies
Small Business
Retirement Life Planning
Budgeting
Debt & Credit
* Disclaimer: The "Typical Fee" displayed is the typical fee provided by the advisor computed monthly to facilitate clearer price comparisons. It does not represent actual pricing or a guaranteed quote. Please consult individual advisors for specific fee structures and personalized quotes. We encourage users to carefully review and evaluate their options before making any decisions.