Soundpath Retirement Strategies, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 3, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee

$5,000/yr

“If your selected services included an “Annual Plan Update,” “Strategic Management Account Supervision,” and “Tax Efficiency” services; your total annual flat fee would be $5,000.”

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

How Soundpath Retirement Strategies, LLC bills

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

• “Your annual fee is billed quarterly in arrears.”
• “If your engagement begins or ends during a quarter, that quarter’s fee is prorated based on the number of days in the quarter during which we provided services.”
• “Your annual flat fee is negotiable and is determined by the complexity of your objectives, your current holdings, and your risk profile.”

How Soundpath Retirement Strategies, LLC’s fees compare

• Its annual fee of $5,000 is below the Washington median of $7,000. 32% of the 37 other Washington planners that publish an annual fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Soundpath Retirement Strategies, LLC

• Firm size: 7 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2025.

Firm details from Form ADV

How the firm is paid

Fixed or flat fees

Charges a % of assets

No

Clients

181

Employees

7

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

$158,522,563

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

315590

Website

soundpathretirement.com (opens in new tab)

Phone

(425) 365-0204

Can advise clients in 2 states: Oregon, Washington

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