Firm
Equal Path Investments
Tacoma, Washington
Fee-only
Equal Path Investments at a glance
- One of 298 fee-only firms based in Washington in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 4 employees and 32 individual clients, 11 of them high net worth.
- Its average account is about $728,000 (assets it manages divided by its 32 accounts).
- Its ongoing planning fee starts at $7,200 a year, above the Washington median of $4,500.
- Its website says it's taking new clients.
Fee-only advisors in Washington · What fee-only advisors charge in Washington
Facts
| Based in | Tacoma, Washington |
|---|---|
| Website | equalpathinvest.com |
Equal Path Investments fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $7,200 a year |
|---|---|
| One-time plan | From $4,000 |
| How it charges | Flat fee · Ongoing planning fee · One-time plans or projects |
In the firm's words
"Price: $7,200-$13,600/year, billed monthly or quarterly" source
"Price: $4,000-$9,000 per project" source
"One flat annual fee covers retirement and financial planning with investment management included." source
"Price: $7,200-$13,600/year, billed monthly or quarterly" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Fixed fees |
|---|---|
| Assets managed | $23 million |
| Individual clients | 21 |
| High-net-worth clients | 11 |
| Accounts managed | 32 |
| Employees | 4 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | August 6, 2026 |
| SEC record | CRD 329289 |