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Sound View Financial Advisors

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Client assets under management

$50,093,531

Clients

107

13% high-net worth

Advisors

3

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

36

Low

Average account size

$468,164

About

Sound View Financial Advisors works with individuals and families as well as trusts, estates, pension and profit‑sharing plans, charitable organizations, and small businesses, providing comprehensive financial planning and discretionary investment management. The firm operates on a fee‑only basis and offers project‑based plans, ongoing planning engagements, and employee benefit plan advisory under written agreements.

Investment portfolios are constructed using a strategic asset allocation with a core‑and‑satellite approach that combines passive and active mutual funds and ETFs, and client objectives are documented in individualized Investment Policy Statements with periodic reviews. The firm accepts discretionary trading authority under a limited power of attorney and routinely coordinates implementation through third‑party platforms, including automated custodians and 401(k) administrators, sometimes in subadvisor or view‑only arrangements.

Compared with many peers, Sound View is notable for its strict fee‑only model and its range of non‑AUM planning arrangements (project and fixed‑fee ongoing services), together with a stated no‑minimum account policy. The firm also emphasizes formal credentialing for advisors and maintains public educational activities, and it has formal interested‑party agreements with automated investment and 401(k) platform providers—an operational mix that is less common for firms of its size.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

General retirement planning General tax planning Cash flow / budgeting College savings (529s, UTMA, etc.)

Fee options

Percentage

$0 - $1,000,000: 1.00% annually $1,000,001 - $3,000,000: 0.85% annually $3,000,001 - $5,000,000: 0.75% annually $5,000,001+: 0.50% annually

Project-based

$350 per hour for financial planning services, negotiable

Other

Fee-only: Financial planning fees between $1,000 and $10,000, negotiable; ongoing planning services fees between $5,000 and $10,000 annually, negotiable; hourly financial planning services at $350 per hour, negotiable

Main office location

Sound View Financial Advisors

128 School Street

Walpole MA 02081-1802, United States

Number of offices

1

Most active in

Massachusetts · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Gina S

CFP®, Series 65

Walpole, MA

Sound View Financial Advisors

Gina Szigety is a CFP® with five years of industry experience, currently serving as a financial advisor at Sound View Financial Advisors. She has been with the firm since 2014. Sound View Financial Advisors serves individuals and families, trusts, estates, charitable organizations, small businesses, and employer plan sponsors with personalized financial planning and investment management. The firm employs a strategic asset-allocation approach that combines passive and actively managed no-load mutual funds and ETFs, emphasizing global diversification and fundamental analysis.

General retirement planning General tax planning Cash flow / budgeting College savings (529s, UTMA, etc.)
user avatar

Jessica S

CFP®, Series 65

Walpole, MA

Sound View Financial Advisors

Jessica Scola is a CFP® and holds a Series 65 license with two years of industry experience. She is currently an advisor at Sound View Financial Advisors and previously worked at Montis Financial, LLC. Prior to her financial career, she spent over a decade with Mary Kay Cosmetics. Sound View Financial Advisors serves individuals, families, trusts, charitable organizations, small businesses, and employer plan sponsors with personalized financial planning and investment management. The firm employs a strategic asset-allocation approach using passive and actively managed no-load mutual funds and ETFs, emphasizing written investment policies and regular account reviews.

General retirement planning General tax planning Cash flow / budgeting College savings (529s, UTMA, etc.)

Misty L

CFP®

Walpole, MA

Sound View Financial Advisors

Misty Lynch, CFP® is the Owner and CEO of Sound View Financial Advisors, LLC. She is passionate in her commitment to help her clients handle their finances and lives with confidence. A fee-only fiduciary and independent financial advisor, Misty does not receive commission and is legally required by her certifications to provide unbiased and reputable financial advice. Misty hosts the unscripted reality show HEARTBROKE and the Demystifying Money podcast. She is also the author of DEMYSTIFYING MONEY and a personal finance expert and resource for media outlets including The New York Times, Cosmopolitan, CNBC, CNN, Investopedia, Real Simple, Student Loan Hero and many others. Investopedia named her one of the Top 100 Financial Advisors in 2021 and US News and World Report called her one of the 9 Women in Finance to Follow "because sometimes you need life advice, not just financial advice." When she isn't working you can find her reading mysteries, skiing the East Coast or coaching her kids basketball and field hockey teams. Misty lives with her husband and children in Walpole, MA.

Business ownership considerations Tax strategies for small businesses Business exit / sale strategy Dual Income Family Women Business Owners Gen X (Born 1965-1980)
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