Carlie Ransom
Equal Path Investments · Tacoma, Washington
Carlie Ransom is a fee-only financial advisor at Equal Path Investments in Tacoma, Washington, who holds the CFP credential.
- $7,200
- Ongoing planning, per year, from
- $4,000
- One-time plan, from
- $23M
- Firm assets managed
- $728,000
- Firm's average account
What Carlie focuses on
Who Carlie works with
- Pre-retirees
- Mid-life transitions
How does Carlie's firm compare?
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Ongoing planning starts at $7,200 a year, above the Washington median of $4,500 for fee-only firms that publish prices.
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A one-time plan starts at $4,000, above the Washington median of $3,000 for fee-only firms that publish prices.
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Equal Path Investments's average account is about $728,000, from its Form ADV (assets managed divided by 32 accounts).
Questions about Carlie
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
The full record
| 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 |
| Assets under management | $23.3M across 32 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CO, OR, WA · CRD 6571780 |
| Exams passed | Series 66 (2016) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | equalpathinvest.com |
| Profile |
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Other fee-only advisors in Tacoma
Other advisors in Washington who focus on retirement planning
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Equal Path Investments website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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