Soundpath Retirement Strategies, LLC

Overview

Soundpath Retirement Strategies, LLC is an independent, individual-owned registered investment adviser that positions itself around retirement-focused financial planning and portfolio management for individuals and small businesses. The firm offers fee-for-service advice under a fixed-fee model and also operates as an insurance broker. Its advisory offerings include comprehensive financial planning, discretionary portfolio management for individual and small-business clients, and educational seminars or workshops. The firm is not identified as an active ESG investor, is not listed as a multi-state adviser, and is not classified as a capital allocator. Soundpath registered with the SEC in 2025 and serves a client base composed primarily of individuals and families. The combination of planning, investment management and insurance services suggests a client-facing practice that blends retirement planning and risk-transfer solutions rather than large institutional consulting or wholesale manager-of-managers activity.

Assets & Accounts

Public Holdings

Investments & Alternatives