PlannerFees

Equal Path Investments fees and pricing

Financial planner in Tacoma, Washington. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated August 6, 2026, Equal Path Investments charges $400 an hour, a flat or project fee of $4,000⁠-⁠$8,000, and a monthly fee of $500 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 6, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$400/hr
“Our hourly rate is $400.”
Flat or project fee
$4,000⁠-⁠$8,000
“Fixed fee rates range between $4,000 - $8,000.”
Monthly fee
$500/mo
“Some of the firm’s initial clients are paying lower monthly fees than $500/month as a loyalty discount.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Equal Path Investments bills

Payment and refund terms, quoted from the fee section of the brochure.

  • “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
  • “Fees are paid by electronic funds transfer (EFT) or check.”
  • “If fees are paid in advance, a prorated refund will be given, if applicable, upon termination of the Advisory Contract for any unearned fee.”

How Equal Path Investments’ fees compare

  • Its hourly rate of $400 is above the Washington median of $300. 81% of the 216 other Washington planners that publish an hourly rate charge less.
  • 3 of the 3 other planners in Tacoma that publish an hourly rate charge less.
  • Its flat or project fee of $4,000-$8,000 is above the Washington median of $3,250. 74% of the 103 other Washington planners that publish a flat or project fee charge less.
  • It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Equal Path Investments

“We offer Financial Planning, Investment Management, tax planning, and Educational Seminars/Speaking Engagements.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 4 employees.
  • Credentials named in the brochure: CFP®.
  • Meets clients remotely: the brochure mentions virtual or online meetings.
  • Founded: 2023 (3 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning
  • Business owners
  • Cash flow and budgeting

Firm details from Form ADV

How the firm is paid
Fixed or flat fees
Charges a % of assets
No
Clients
32
Employees
4
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
Assets managed
$23,300,000
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
329289
Website
equalpathinvest.com (opens in new tab)
Phone
(253) 254-8354

Can advise clients in 4 states: Colorado, North Carolina, Oregon, Washington

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Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.