Sound Financial, LLC

Overview

Sound Financial, LLC is an independent registered investment adviser that began SEC registration in 2022 and operates as an LLC. The firm serves individual and family clients and combines portfolio management and financial planning with insurance brokerage services. Its advisory offerings include financial planning, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars or workshops. Compensation is primarily fee-based, using both a percentage-of-AUM model and fixed fees. The firm is identified as a capital allocator, indicating it places client capital with external managers when appropriate. The firm does not report active ESG investing initiatives.

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Public Holdings

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Location & Offices