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
Port Orchard, WA
Credentials
Series 63, Series 65
Industry experience
39 years
Susan Risner is a financial advisor at Sound Financial Advisors, Inc. with 39 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Sound Financial Advisors since 1996 and Kms Financial Services, Inc. since 1999. She is also licensed as an insurance agent, providing long-term care, disability, and other insurance product sales and service. Sound Financial Advisors serves individuals, trusts, estates, and charitable organizations, offering investment advisory services primarily through the AssetMark platform’s model allocations. The firm focuses on portfolio management via third-party platforms while delivering financial planning and consulting directly to clients.
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.
Port Orchard, WA
Washington
Kms Financial Services, Inc.
1999 - 2019 (20 years)
Sound Financial Advisors, Inc.
1996 - Present (30 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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 66
Bainbridge Island, WA
Gallagher Capital Corp.
Series 65
Seattle, WA
North Creek Capital, LLC
Series 65, Series 66
Vashon, WA
Fangorn Wealth Management
Series 65
Bainbridge Island, WA
Bedfield Asset Management, LLC
Series 63
Bainbridge Island, WA
Seattle Asset Management, Inc.
Series 63, Series 65
Port Orchard, WA
Advent Capital Strategies, LLC
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