SOUND PLANNING AND INVESTMENTS, LLC

Overview

Sound Planning And Investments, LLC is an independent, individual-owned RIA operating as an LLC that serves individual and family clients. Its stated advisory activities focus on financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. Compensation is by a percentage of assets under management and by hourly fees. The firm is identified as a capital allocator, and its model emphasizes working with external managers rather than running large in‑house active strategies. The firm does not identify as an ESG-focused advisor and is not described as a multi-state or newly formed adviser. Its advisory mandate appears to be non-discretionary (see Assets & Accounts), and it provides both planning and manager‑selection services that suggest a consultative relationship with clients rather than full discretionary portfolio control.

Assets & Accounts

Public Holdings

Investments & Alternatives