A complete list of active advisors currently associated with Equal Path Investments

Warmer can help you find a great advisor at Equal Path Investments or one who fits your needs even better.

Equal Path Investments is a fee-only registered investment adviser that serves individual clients (including high-net-worth individuals), charitable organizations, and businesses. The firm provides financial planning, discretionary investment management, tax planning, and group educational seminars and speaking engagements. As a boutique practice with a single advising professional, the firm builds customized portfolios using an asset-allocation framework informed by modern portfolio theory, combining passive and active funds and ESG screening where requested. Portfolios are implemented and monitored on Altruist’s custodial and model marketplace platform, and services are delivered via project-based plans or ongoing planning engagements with coordination with outside professionals as needed. Notable distinctions include operating as a solo practitioner with a relatively small client base and roughly $23.3 million in assets under management, offering educational workshops as part of its service mix (an uncommon feature for peers), and using a flat recurring advisory fee that covers both planning and investment management rather than a percentage‑of‑assets fee. The firm also absorbs custodian trading and platform fees for managed accounts, and its principal maintains a modest outside grant‑management engagement.

To learn more about the advisors currently working at Equal Path Investments, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Carlie Ransom	Tacoma, WA	8

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