# Carlie Ransom

> Carlie Ransom is a fee-only financial advisor at Equal Path Investments in Tacoma, Washington, who holds the CFP credential. Carlie charges a flat fee or retainer, an ongoing planning fee and a one-time planning fee (ongoing planning from $7,200 a year and one-time plans from $4,000) and focuses on retirement planning, tax planning and flat-fee planning.

Page: https://find.wellspent.co/advisors/carlie-ransom/
Built from public directory listings; last checked October 28, 2026.

## Facts

- **Firm:** Equal Path Investments
- **Based in:** Tacoma, Washington
- **Fee model:** Flat fee or retainer; Ongoing planning fee; One-time planning fee
- **Fees (firm's website):** ongoing planning from $7,200 a year; one-time plans from $4,000
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $23.3M across 32 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Tax planning, Flat-fee planning, Equity compensation, Sustainable & impact investing
- **Works with:** Pre-retirees, Mid-life transitions
- **CRD:** 6571780 (https://adviserinfo.sec.gov/individual/summary/6571780)
- **SEC registration:** Investment adviser representative in CO, OR, WA
- **Exams passed:** Series 66 (2016)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://equalpathinvest.com

## Frequently asked questions

### Is Carlie Ransom a fee-only financial advisor?

Yes. Carlie Ransom is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Carlie's firm.

### How does Carlie Ransom charge for financial advice?

Carlie Ransom charges a flat fee or retainer, an ongoing planning fee and a one-time planning fee.

### How much does Carlie Ransom charge?

According to Equal Path Investments's website, checked October 28, 2026: ongoing planning from $7,200 a year; one-time plans from $4,000.

### Where is Carlie Ransom based?

Carlie Ransom is based in Tacoma, Washington.

### What does Carlie Ransom specialize in?

Carlie Ransom's specialties include retirement planning, tax planning, flat-fee planning, equity compensation and sustainable & impact investing. Carlie works with pre-retirees and mid-life transitions.

### What credentials does Carlie Ransom hold?

Carlie Ransom holds the CFP credential.

### Is Carlie Ransom registered with the SEC?

Yes. Carlie Ransom is registered as an investment adviser representative in CO, OR and WA (CRD 6571780), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Equal Path Investments manage?

Equal Path Investments reports $23.3M across 32 accounts in assets under management.

### How do I contact Carlie Ransom?

Through Carlie Ransom's website, equalpathinvest.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/carlie-ransom-42538): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://equalpathinvest.com/): specialties, clients served, and fees, checked October 28, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.