Advisor at Sound Investments Inc.
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Firm
Sound Investments Inc.
Location
Overland Park, KS 66212
Credentials
CFP®, Series 63, Series 65
Industry experience
27 years
Kenneth Gilpin is a CFP® professional with 26 years of industry experience and has been the principal advisor at Sound Investments Inc. in Overland Park, KS since 1999. He holds Series 63 and Series 65 licenses and operates as a sole advisor at his independent firm. Sound Investments Inc. provides comprehensive financial planning and discretionary investment management to individuals, trusts, estates, and retirement plan clients, including pension, 401(k), and profit-sharing plans. The firm manages approximately $16.3 million for about 65 clients, tailoring portfolios based on client net worth and investment profiles, and primarily uses no-load mutual funds, low-cost ETFs, and individual stocks with a trend-following selection process.
Based on Sound Investments Inc.
Based on Sound Investments Inc.
$0 - $500,000: 1.5% $500,001 - $1,000,000: 0.75% $1,000,001+: 0.50%
Fee-only: Fees based on percentage of assets under management, no commissions charged.
8826 Santa Fe Suite 202
Overland Park, KS 66212
Kansas · Missouri · Texas
Sound Investments Inc.
1999 - Present (27 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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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.
CFP®, Series 66
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