Sound Financial Solutions, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
6
33% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
6
Very LowAverage account size
$0
About
Sound Financial Solutions, Inc. provides financial planning and consulting services to individuals — including high‑net‑worth clients — and to businesses. Services described in the firm's brochure include written financial plans and consulting on investment planning, retirement, education, estate matters, and related tax considerations, but the firm does not provide portfolio management or custody of client assets.
The firm delivers advice on a fixed‑fee or hourly basis rather than charging percentage‑of‑assets fees, and discusses investments such as equities, mutual funds, ETFs, municipal securities, CDs, and variable life insurance while using methods that include fundamental and charting analysis and modern portfolio theory. Sound Financial Solutions does not execute trades or accept discretionary authority; the advisor monitors accounts at least annually and relies on client custodians for trade execution and reporting.
The firm is affiliated with Save Moore Tax & Accounting Services and the principal is also a licensed insurance representative; the advisor’s CPA, CFP, PFS, and CDFA credentials support integration of accounting, tax, and divorce‑related planning, but these affiliations and commissionable insurance sales create potential conflicts of interest. With no assets under management and a six‑client, single‑advisor practice, Sound Financial Solutions emphasizes fixed‑fee or hourly planning engagements over percentage‑of‑AUM or discretionary portfolio management, a business model that differs from most independent advisers.
Client services
Financial planning
Advisory consulting
Expertise
General retirement planning
General estate planning guidance
Income planning
Debt management
Fee options
Fixed fees negotiable between $1,500 and $20,000 annually
Commission-based compensation earned from selling insurance products, separate from advisory fees
Hourly fee is $250 per hour
Fee-only: Fixed fees negotiable ranging from $1,500 to $20,000 annually depending on scope and complexity; Hourly fee of $250 per hour
Main office location
Sound Financial Solutions, Inc.
3004 General Electric Road, Suite 1 B
Bloomington IL 61704, United States
Number of offices
1
Most active in
Sound Financial Solutions, Inc. has reported serving >5 clients in these states in the last 12 months.
Illinois
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 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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