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
Series 66
Industry experience
15 years
Rebekah Hoffman is a financial advisor with Sound View Wealth Advisors Group, LLC, holding a Series 66 designation and 15 years of industry experience. Her prior roles include positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated, BB&T Securities, and Truist Advisory Services. Sound View Wealth Advisors Group provides holistic financial planning and portfolio management for individuals, families, family offices, and institutional clients. The firm emphasizes long-term, fundamental analysis through a detailed client discovery process and uses model portfolios and external managers as part of its investment approach.
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
Purshe Kaplan Sterling Investments
2022 - Present (4 years)
Sound View Wealth Advisors Group, LLC
2022 - Present (4 years)
Truist Advisory Services
2021 - 2022 (1 year)
Truist Investment Services, Inc.
2021 - 2022 (1 year)
BB&T Securities
2017 - 2021 (4 years)
Merrill
2009 - 2017 (8 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
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