Soundpath Retirement Strategies, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides financial consulting and planning to individual and high-net-worth clients, offering both discretionary and non-discretionary portfolio management as well as retirement-focused services. Advice covers common liquid securities—equities, bonds, mutual funds, ETFs, money market funds and municipal securities—and can include single-topic or comprehensive financial plans.
SoundPath uses an annual flat fee structure rather than a percentage-of-assets model, setting fees by the complexity and scope of each engagement and billing quarterly in arrears. Ongoing services typically include portfolio monitoring, tax-efficiency analysis, income and distribution planning, and the firm also conducts educational seminars and workshops for the public as part of its client education offering.
Notable distinctions for the firm include a small advisory team (four advisors) managing roughly $158.5 million for about 181 clients, and multiple supervised persons who are licensed insurance agents and may sell fixed annuities or life insurance for separate commissions; the firm discloses those conflicts and provides written comparisons when recommending rollovers. The firm also requires client accounts be held at a single custodian and deducts fees directly from client accounts, a practice that the brochure explains creates custody under regulatory rules.
Client services
Expertise
Fee options
Annual flat fee ranging from $500 to $7,500 depending on service complexity and selected offerings, billed quarterly in arrears.
Commissions from sale of fixed insurance products by supervised persons, not included in advisory fee.
Currently charging hourly fees, transitioning to flat fees effective October 1, 2026; hourly fee details not specified.
Fee-only: Annual flat fees for Financial Consulting and Financial Planning services, ranging from $500 to $7,500 depending on services selected; fees are fixed dollar amounts agreed upon in writing and billed quarterly in arrears.
Main office
11811 NE 1st Street, Suite 311
Bellevue WA 98005
Advisors at this office
4
Most active in
Oregon · Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Noah H
Series 65
Bellevue, WA
Soundpath Retirement Strategies, LLC
Noah Hernandez is a financial advisor at Soundpath Retirement Strategies, LLC in Bellevue, WA. He holds a Series 65 credential and has been with the firm since 2025. Prior to his advisory role, he was a full-time student from 2016 to 2025. Soundpath Retirement Strategies provides financial consulting and planning services to individual and high-net-worth clients, offering discretionary and non-discretionary portfolio management as well as retirement-focused advice. The firm serves approximately 181 clients with a team of four advisors and employs an annual flat fee structure based on the complexity and scope of engagements.
Matthew L
Series 65
Bellevue, WA
Soundpath Retirement Strategies, LLC
Matthew Lybarger is a Series 65-credentialed financial advisor at Soundpath Retirement Strategies, LLC with three years of industry experience. His prior work includes roles at Brainsway, KMBS, PBS, and Copiers NW. In addition to advisory duties, he is also licensed as an insurance agent and involved in insurance sales and services. Soundpath Retirement Strategies serves individual and high-net-worth clients, providing both discretionary and non-discretionary portfolio management along with retirement-focused financial planning. The firm offers an annual flat fee structure based on engagement scope and conducts educational seminars and workshops.
Benjamin K
CFP®, Series 65
Bellevue, WA
Soundpath Retirement Strategies, LLC
Benjamin Koval is a CFP® and Series 65-licensed financial advisor with nine years of industry experience. He is currently with Soundpath Retirement Strategies, LLC and has previously worked at Decker Retirement Planning, Inc. and Mindray NA. Koval serves as a chapter president for the American Financial Education Alliance, focusing on public education regarding investment topics. Soundpath Retirement Strategies, LLC provides financial consulting and planning to individual and high-net-worth clients, offering discretionary and non-discretionary portfolio management alongside retirement-focused services. The firm uses an annual flat fee structure based on engagement complexity and provides ongoing services such as portfolio monitoring, tax-efficiency analysis, and income planning.
Benjamin F
Series 65
Bellevue, WA
Soundpath Retirement Strategies, LLC
Benjamin Farrow is a financial advisor at Soundpath Retirement Strategies, LLC in Bellevue, WA, holding a Series 65 credential with one year of industry experience. Prior to joining Soundpath, he worked at Carta, King County, Microsoft, and Amazon. Soundpath Retirement Strategies serves individual and high-net-worth clients with financial consulting, planning, and both discretionary and non-discretionary portfolio management. The firm focuses on retirement-related services and offers comprehensive advice on a range of common liquid securities.
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