Soundpath Retirement Strategies, LLC

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Client assets under management

$134,458,441

Clients

690

10% high-net worth

Advisors

of 8 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

173

Very High

Average account size

$194,867

About

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.

Client services

Financial planning Portfolio management Educational seminars or workshops

Expertise

General retirement planning Income planning Long-term care insurance Life insurance needs analysis Tax-loss harvesting

Occupation focus

Executive Technology Professional

Demographic focus

Approaching retirement

Fee options

Commissions

Investment Advisor Representatives receive commissions from sales of investment-related products such as insurance

Project-based

Hourly rate for financial consulting and ongoing financial planning services is $400 per hour

Other

Fee-only: Financial planning services charged at $400 per hour; financial consulting fees negotiable and based on $400 per hour rate and service level

Main office location

Soundpath Retirement Strategies, LLC

11811 Ne 1 St Street, Suite 311

Bellevue WA 98005, United States

Number of offices

Most active in

Oregon · Washington

Disclosures

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:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook Website (425) 365-0204

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, holding a Series 65 designation. He has been with SoundPath since 2025 and has a background as a full-time student from 2016 to 2025. SoundPath Retirement Strategies is a registered investment adviser serving individual and high-net-worth clients with portfolio management and financial planning services. The firm utilizes model portfolios from unaffiliated managers and combines fundamental and technical analysis with Modern Portfolio Theory to tailor investment strategies to clients’ goals and risk tolerance.

General retirement planning Income planning Long-term care insurance Life insurance needs analysis Tax-loss harvesting Executive Technology Professional Approaching retirement

Matthew L

Series 65

Bellevue, WA

Soundpath Retirement Strategies, LLC

Matthew Lybarger is a Series 65 licensed advisor at Soundpath Retirement Strategies, LLC with three years of industry experience. Prior to joining Soundpath, he worked at Brainsway and KMBS. In addition to his advisory role, he is also a licensed insurance agent involved in insurance sales and services. Soundpath Retirement Strategies, founded in 2021, provides portfolio management and financial planning services to individual and high-net-worth clients, managing approximately $111 million in assets. The firm uses a combination of model portfolios, fundamental and technical analysis, and Modern Portfolio Theory to tailor investment advice according to clients’ goals and risk tolerance.

General retirement planning Income planning Long-term care insurance Life insurance needs analysis Tax-loss harvesting Executive Technology Professional Approaching retirement

Benjamin K

CFP®, Series 65

Bellevue, WA

Soundpath Retirement Strategies, LLC

Benjamin Koval is a CFP® with nine years of industry experience, currently serving at SoundPath Retirement Strategies, LLC in Bellevue, WA. His prior experience includes roles at Decker Retirement Planning, Inc. and Mindray NA. He is also chapter president of the American Financial Education Alliance, focusing on public education about investment topics. SoundPath Retirement Strategies, founded in 2021, provides portfolio management and financial planning to individual and high-net-worth clients, using both discretionary and non-discretionary approaches. The firm employs a combination of model portfolios, fundamental and technical analysis, and Modern Portfolio Theory to tailor investment strategies aligned with client goals and risk tolerance.

General retirement planning Income planning Long-term care insurance Life insurance needs analysis Tax-loss harvesting Executive Technology Professional Approaching retirement

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 designation with one year of industry experience. Prior to joining SoundPath, he worked at Carta for four years and held roles at King County, Microsoft, and Amazon. SoundPath Retirement Strategies is a registered investment adviser serving individual and high-net-worth clients with portfolio management and financial planning. The firm uses model portfolios from unaffiliated managers and combines fundamental and technical analysis with Modern Portfolio Theory to guide asset allocation and security selection.

General retirement planning Income planning Long-term care insurance Life insurance needs analysis Tax-loss harvesting Executive Technology Professional Approaching retirement

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