Lance Chisum
Advisor at Sound Financial, 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.
Advisor at Sound Financial, 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.
Location
Boise, ID
Credentials
Series 65
Industry experience
< 1 year
Lance Chisum is a financial advisor at Sound Financial, LLC with a Series 65 designation and no prior industry experience. Before joining Sound Financial in 2025, he worked at The Boeing Company for 18 years. He is a licensed insurance producer in Idaho, specializing in life and health/disability insurance, and is an appointed agent with MassMutual. Sound Financial, LLC is a team-based registered investment adviser managing approximately $170 million for individuals, high-net-worth clients, and business entities. The firm employs a Modern Portfolio Theory approach, utilizing model allocations and third-party money managers, and offers tailored financial planning alongside portfolio management primarily through mutual funds and insurance products.
Based on Sound Financial, LLC
Financial planning fixed fees as above; Speaking Engagement Services fees between $2,000 - $20,000 plus travel expenses (negotiable)
$0 - $250,000: 1.04% $250,001 - $500,000: 1.04% $500,001 - $750,000: 0.95% $750,001 - $1,000,000: 0.83% $1,000,001 - $2,000,000: 0.68% $2,000,001 - $3,000,000: 0.64% $3,000,001 - $4,000,000: 0.64% $4,000,001 - $5,000,000: 0.51% $5,000,001 - $10,000,000: 0.30% $10,000,001+: 0.15%
Fee-only: Financial planning fixed fees: Strategic Build $2,000 annually (negotiable); Wealth Design Process $10,000 annually (negotiable); Founder's Consulting $25,000 annually (negotiable); Specialized Business & Estate Consulting $50,000 (or $100,000 if in-person, negotiable)
Boise, ID
Idaho
Sound Financial, LLC
2025 - Present (1 year)
Sound Financial Group, LLC
2025 - Present (1 year)
Unemployed
2025 - 2025 (1 year)
The Boeing Company
2007 - 2025 (18 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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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
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