Sound Financial Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$24,765,750
Total clients
46
17% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
23
Average account size
$538,386
About
Sound Financial Advisors provides investment advisory services to individuals (including high‑net‑worth clients) and to trusts, estates, and charitable organizations, and also offers standalone financial planning and consulting engagements. The firm conducts portfolio management exclusively through a third‑party platform while delivering planning and consultative work directly to clients.
The firm’s advisory work is built around the AssetMark platform’s model allocations created by independent investment strategists; advisors assist clients in selecting a risk/return objective and a strategist, and accounts are invested and adjusted to follow the chosen model rather than tailored security-by-security to individual circumstances. For certain solutions the firm introduces clients to third‑party discretionary managers and conducts ongoing monitoring of those managers’ holdings, strategies and risks as part of periodic reviews.
Noteworthy differences versus many peers include the firm’s small scale (two advisors and under $20 million in reported assets) and its requirement that clients use the recommended custodians to access the platform rather than permitting wider custodian choice. The firm also discloses that its principal is licensed to sell insurance (a potential conflict disclosed in the brochure) and generally does not accept proxy‑voting authority for client securities, leaving proxy votes to clients or third‑party managers.
Client services
Expertise
Fee options
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.
Main office location
Sound Financial Advisors, Inc.
Port Orchard WA, 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 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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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