Advisor at Sound Financial Center LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Sound Financial Center LLC
Location
Sequim, WA 98382
Credentials
Series 65
Industry experience
1 year
John Mangiameli is a financial advisor at Sound Financial Center with one year of industry experience. He holds a Series 65 designation and has worked in various roles including at Guardian and as a self-employed consultant. Outside of finance, he teaches ukulele and guitar to children through the Sequim Academy of Music, which he operates under Northside Consulting, LLC. Sound Financial Center provides personalized financial planning and discretionary investment management for individuals, trusts, and estates. The firm integrates tax-preparation services with its advisory offerings and uses a fee-only model, employing a mix of investment instruments and a distinctive “Sig 3 Portfolio” approach for growth portfolios.
0.75% annually
Tax preparation billed at $200 per hour
Account minimum: $50,000.00 Minimum fee: Minimum fee for tax preparation is $250.00 Fee-only: Firm is strictly fee-only; does not accept commissions or finder's fees.
121 West Bell Street
Sequim, WA 98382
Washington
SFC Tax Service
2024 - Present (2 years)
Self Employed
2020 - Present (6 years)
Guardian
2020 - 2024 (4 years)
Northside Consulting, LLC
2014 - Present (12 years)
Olympic Peninsula Home & Land, LLC
2014 - 2023 (9 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
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.
Series 63, Series 65
Sequim, WA
Companion Portfolio Management
Series 65
Sequim, WA
Sound Financial Center LLC
Series 63, Series 65
Sequim, WA
Sound Financial Center LLC
Series 66
Sequim, WA
Martel Wealth Advisors, LLC
Series 66
Sequim, WA
Valic Financial Advisors
Series 63, Series 65
Sequim, WA
Calton & Associates, Inc.
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