S
Sound Investment Advice, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$428,676
Total clients
8
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
8
Average account size
$53,585
About
The firm provides portfolio management and financial planning primarily to individual, non‑high‑net‑worth clients and typically charges fees as a percentage of assets under management, a common arrangement among independent advisers. Its current assets under management and client count are modest, reflecting a small, boutique practice.
Advice and account oversight are delivered directly by the firm’s advisor, with client access available during standard business and trading hours as disclosed in the brochure. Services are framed as ongoing, individualized management and coordination with clients rather than a one‑time engagement.
What distinguishes the firm from most peers is an affiliated accounting practice: the firm’s principal is a licensed CPA who maintains a separate tax and accounting business and refers clients between the two practices. The brochure discloses this cross‑referral structure creates an incentive and a potential conflict of interest, and it notes clients are not required to use the CPA services while the advisor intends to shift time toward advisory work as the business grows.
Client services
Portfolio management
Expertise
General tax planning
Main office location
Sound Investment Advice, LLC
55 1 St Pl. Nw, Ste. 3
Issaquah WA 98027, United States
Number of offices
1
Most active in
Sound Investment Advice, LLC has reported serving >5 clients in these states in the last 12 months.
Washington
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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