A complete list of active advisors currently associated with Soundpath Retirement Strategies, LLC
Warmer can help you find a great advisor at Soundpath Retirement Strategies, LLC or one who fits your needs even better.
SoundPath Retirement Strategies, LLC provides retirement-focused investment advisory and financial planning services to individual and high‑net‑worth clients. The four-advisor team manages roughly $134 million for about 690 clients and offers portfolio management, comprehensive financial planning, and ongoing retirement consulting. The firm delivers both discretionary and non‑discretionary portfolio management and may implement client strategies using model portfolios developed by unaffiliated managers, employing methods such as fundamental analysis and Modern Portfolio Theory with periodic (typically quarterly) account reviews. Unlike most peers, SoundPath does not rely on a standard percentage‑of‑assets fee model and instead uses other billing arrangements disclosed in its brochure. Distinctive aspects of the practice include regular public seminars and workshops offered for educational purposes and at no additional cost to clients, and multiple advisers (including the owner) who are licensed insurance agents and receive commissions from insurance sales, a relationship the firm discloses as a potential conflict of interest. The brochure also notes the firm’s requirement to use a specified custodian and disclosure of receipt of certain custodial research or soft‑dollar benefits that can affect brokerage considerations.
To learn more about the advisors currently working at Soundpath Retirement Strategies, LLC, 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 |
|---|---|---|
Bellevue, WA
| 1
| |
Bellevue, WA
| 0
| |
Bellevue, WA
| 9
| |
Bellevue, WA
| 3
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")