Sound Financial Planning LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Clients per advisor
0
Average account size
—
About
Sound Financial Planning LLC provides fee-only, advice-only financial planning services to individuals and high‑net‑worth individuals through ongoing and project‑based engagements. The firm does not manage client investment accounts, does not accept custody or exercise discretionary authority, and may refer clients to unaffiliated third‑party professionals for implementation when appropriate.
The firm’s planning process is holistic and can address cash flow, retirement, tax, estate, insurance, and investment analysis using methods such as fundamental analysis and modern portfolio theory with an emphasis on passive allocation where appropriate; investment recommendations are non‑discretionary and intended for client implementation. In contrast with many firms in similar regulatory categories, SFP uses project‑based and hourly billing rather than charging a percentage‑of‑assets fee.
A noteworthy operational detail is that the firm’s principal discloses a concurrent professional career as a musician with the Detroit Symphony Orchestra, an outside activity the firm states occupies roughly half of trading‑hour time. Sound Financial Planning is recently formed and registered in 2025, currently reports no client assets, and discloses it does not accept commissions, participate in wrap programs, or receive third‑party economic benefits.
Client services
Financial planning
Expertise
Cash flow / budgeting
Debt management
College savings (529s, UTMA, etc.)
Fee options
Fixed fees ranging from $2,500 to $5,000 for Project-Based Financial Planning
$250 per hour for Project-Based Financial Planning
Recurring monthly fee of $200 - $400 for Ongoing Financial Planning
Fee-only: Ongoing Financial Planning: $200 - $400 per month; Project-Based Financial Planning: $2,500 - $5,000 fixed fee or $250 hourly rate
Main office location
Sound Financial Planning LLC
Bloomfield Hills MI, United States
Number of offices
1
Most active in
Sound Financial Planning LLC has reported serving >5 clients in these states in the last 12 months.
Michigan
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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
Quick links
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