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
3 years
Leah Willey is a CFP® and Series 65-licensed financial advisor with three years of industry experience. She has worked at Sound View Wealth Advisors Group since 2022 and previously held positions at Covenant Partners, LLC and Yonts & Co. Outside of financial advising, she is a consultant for Beautycounter in Savannah, GA. Sound View Wealth Advisors Group provides holistic financial planning and portfolio management services to individuals, families, family offices, trusts, estates, private foundations, and qualified retirement plans. The firm emphasizes long-term, fundamental investment analysis and offers fiduciary ERISA 3(38) services as well as institutional plan support.
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
2022 - Present (4 years)
Covenant Partners, LLC
2021 - 2022 (1 year)
Yonts & Co.
2019 - 2020 (1 year)
Beautycounter
2018 - Present (8 years)
Pierce and Shadoan Law Firm
2018 - 2018 (1 year)
Western Kentucky University
2017 - 2021 (4 years)
Nat's Outdoor Sports
2016 - 2021 (5 years)
Nat's Outdoor Sports
2016 - 2017 (1 year)
Greenwood High School
2012 - 2017 (5 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:
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
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")