Sound Financial Center LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$99,596,534
Total clients
270
17% high-net worth
Total advisors
3
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
90
Average account size
$368,876
About
Sound Financial Center provides personalized financial planning and discretionary investment management for individuals, trusts, and estates, working with clients on cash-flow, retirement, tax, education, and estate-planning matters. The firm operates as a fee-only adviser with three investment advisor representatives and manages client accounts held at a third‑party custodian.
Investment programs use a mix of stocks, bonds, no‑load mutual funds, ETFs, CDs and short‑term bond instruments, and the firm implements discretionary trading under a limited power of attorney. For the growth portion of client portfolios the firm commonly uses a described “Sig 3 Portfolio” approach—initial ETF exposure to an S&P index with a cash sleeve that is adjusted on a quarterly basis—alongside periodic reviews and adjustments to fit individual risk tolerance.
What is distinctive about the firm is its integration with a tax-preparation practice: the owner operates a separate tax service and the advisory team includes tax professionals (including an Enrolled Agent) who provide tax-preparation and related tax advice, sometimes as part of a client relationship and otherwise on a separate billing basis. The firm also notes a long operating history predating its recent LLC reorganization and emphasizes a strictly fee-only model with no commission or product‑sales affiliations.
Client services
Expertise
Fee options
0.75% annually
Tax preparation billed at $200 per hour
Account minimum: $50,000.00 Minimum fee: Minimum fee for tax preparation is $250.00 Fee-only: Firm is strictly fee-only; does not accept commissions or finder's fees.
Main office location
Sound Financial Center LLC
121 West Bell Street
Sequim WA 98382, United States
Number of offices
2
Most active in
Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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