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 63, Series 65
Industry experience
29 years
Joseph Mangiameli is a financial advisor with Sound Financial Center in Sequim, WA, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Sound Financial Center since 2003 and also operates a tax preparation service primarily for his investment clients. Sound Financial Center provides personalized financial planning and discretionary investment management for individuals, trusts, and estates. The firm uses a mix of investment vehicles and integrates tax preparation and advice into its services, operating on a strictly fee-only basis with a small team of three advisors.
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
Sound Financial Center
2003 - Present (23 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 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.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")