Advisor at Sound View Wealth Advisors Group, 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 View Wealth Advisors Group, LLC
Location
Savannah, GA 31411
Credentials
CFP®, Series 65
Industry experience
5 years
Joshua Hegland is a CFP® with five years of industry experience, currently serving at Sound View Wealth Advisors Group, LLC. He previously worked at Cahaba Wealth Management, Inc. and LCG Associates. Sound View Wealth Advisors Group provides holistic financial planning and portfolio management to individuals, families, trusts, and institutions, emphasizing long-term fundamental analysis through an internal investment committee that selects a range of investment vehicles and performs ongoing monitoring and client reviews.
Based on Sound View Wealth Advisors Group, LLC
Based on Sound View Wealth Advisors Group, LLC
Flat fees for financial planning services may be negotiated and agreed upon in writing
$0 - $499,999: 1.5% $500,000 - $999,999: 1.25% $1,000,000 - $1,999,999: 1.1% $2,000,000 - $4,999,999: .95% $5,000,000 - $9,999,999: .75% $10,000,000 - $24,999,999: .60% $25,000,000 - $49,999,999: .50% $50,000,000 - $99,999,999: .40% $100,000,000+: customizable
Certain advisory persons receive commissions for annuities and insurance products sold through affiliated entities
Hourly financial planning fees generally range from $250 to $500 per hour
Fee-only: Financial planning fees may be charged separately on an hourly or flat fee basis; hourly rates range from $250 to $500 per hour
1 Skidaway Village Walk, Suite 201
Savannah, GA 31411
Georgia · South Carolina
Sound View Wealth Advisors Group
2024 - Present (2 years)
Cahaba Wealth Management, Inc.
2020 - 2024 (4 years)
Cahaba Wealth Management, Inc.
2020 - 2024 (4 years)
LCG Associates
2018 - 2020 (2 years)
UnEMPLOYED
2016 - 2018 (2 years)
The Pumping Station
2016 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is 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.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
Is not active or affiliated with:
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.
Series 63, Series 65
Savannah, GA
Upland Capital Management, LLC
Series 63, Series 65
Savannah, GA
Tidewater Wealth Advisors
Series 65
Savannah, GA
Constant CashFlow, LLC
CFA®, Series 63
Savannah, GA
VDB Wealth
Series 63, Series 65
Tybee Island, GA
Walker & Associates
CFP®, ChFC®, Series 63
Savannah, GA
KCG Investment Advisory Services LLC
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