Advisor at Sound Financial Advisors, 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.
Firm
Sound Financial Advisors, Inc.
Location
Cle Elum, WA
Credentials
Series 63, Series 65
Industry experience
23 years
Ryan Hurley is a financial advisor at Sound Financial Advisors, Inc. with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise Financial Services Inc. since 2017, following five years at Fs2 Capital Partners, LLC. Outside of his advisory role, he serves as Vice President of Investor Services at Sound Capital Loans, focusing on residential construction lending and managing private credit funds. Sound Financial Advisors provides investment advisory services to individuals, trusts, estates, and charitable organizations, offering portfolio management through a third-party platform combined with direct financial planning and consulting. The firm employs model allocations from independent strategists and emphasizes ongoing monitoring of third-party discretionary managers for certain solutions.
Based on Sound Financial Advisors, Inc.
Based on Sound Financial Advisors, Inc.
Maximum $125 per hour for financial planning and consulting services.
Fee-only: Hourly fees up to $125 per hour; no retainer exceeding $500 when services cannot be rendered within 6 months.
Cle Elum, WA
Washington
Sound Financial Advisors, Inc.
2024 - Present (2 years)
Sound Capital Loans, LLC
2023 - Present (3 years)
Ameriprise Financial Services Inc.
2017 - 2023 (6 years)
Fs2 Capital Partners, Llc
2012 - 2017 (5 years)
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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.
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.
Series 63, Series 65, Series 66
Cle Elum, WA
Potomac
Series 63, Series 65
Cle Elum, WA
OSAIC
Series 63, Series 66
Cle Elum, WA
Equitable Advisors
Series 63, Series 66
Cle Elum, WA
LPL Financial
Series 63, Series 65
Cle Elum, WA
STIFEL
Series 66
Liberty, WA
Merrill
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