Advisor at Sound Financial Solutions, Inc.
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
Clinton, IL 61727
Credentials
CFP®
Industry experience
8 years
Rochelle Moore is a CFP® professional with seven years of experience as a financial advisor at Sound Financial Solutions, Inc. She is also the owner and president of Save Moore Tax & Accounting Services, Inc., a CPA firm providing accounting, payroll representation, and tax preparation and consulting services. Sound Financial Solutions serves a small client base of individuals and businesses, offering financial planning and consulting in areas such as investment, retirement, education, and estate planning. The firm focuses on planning and recommendations rather than discretionary portfolio management.
Based on Sound Financial Solutions, Inc.
Fixed fees negotiable between $1,500 and $20,000 annually
Commission-based compensation earned from selling insurance products, separate from advisory fees
Hourly fee is $250 per hour
Fee-only: Fixed fees negotiable ranging from $1,500 to $20,000 annually depending on scope and complexity; Hourly fee of $250 per hour
116 Warner Court
Clinton, IL 61727
Illinois
Sound Financial Solutions Inc.
2018 - Present (8 years)
Sound Financial Solutions, Inc.
2017 - Present (9 years)
Save Moore Tax & Accounting Services, Inc.
2002 - Present (24 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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not 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.
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.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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.
CFP®, Series 66
Clinton, IL
Edward Jones
Series 63, Series 66
Clinton, IL
Cetera
James Harrold II is a financial advisor at Cetera with 38 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Cetera and its affiliated entities since 1991. Harrold also operates Harrold Financial Consulting, a sole proprietorship focused on investment-related activities. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a network of over 6,800 independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing a combination of advisor-managed accounts, firm-sponsored model portfolios, and third-party managed solutions.
CFP®, Series 66
Clinton, IL
Edward Jones
Series 63, Series 65
Clinton, IL
Edward Jones
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