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.

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.

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.