Fee-only adviser · Tacoma, WA
Equal Path Investments
Equal Path Investments is a fee-only investment adviser registered with the securities regulators of Colorado, North Carolina, Oregon, Washington, with its main office in Tacoma, Washington. On its latest Form ADV, filed August 6, 2026, it reports $23M in regulatory assets under management, 32 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Colorado, North Carolina, Oregon, Washington |
|---|---|
| Firm CRD number | 329289 |
| Office | 539 Broadway #J1 Tacoma, WA 98402 |
| Phone | (253) 254-8354 |
| Website | equalpathinvest.com |
| Regulatory assets under management | $23M |
| Individual clients | 21 non-high-net-worth, 11 high-net-worth |
| Financial planning clients | 26-50 |
| How it charges | Fixed fee |
| Services | Financial planning, Portfolio management, Educational seminars |
| Employees | 4 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | August 6, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Tacoma
- Financial Insights Wealth Management $747M
- Columbia River Advisors $191M
- Seneschal Family Office $301M
- Stolz & Associates, PS $282M
- MKT and Associates LLC $379M
- Rainier Family Wealth, Inc. $331M
See all 10 fee-only advisers in Tacoma →
Nearby
- University Place 1 firm
- Federal Way 5 firms
- Gig Harbor 8 firms
- Puyallup 3 firms
- Fox Island 1 firm
- Port Orchard 2 firms
- Lacey 2 firms
- Mercer Island 4 firms
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