Sound Financial, Llc
Mill Creek, Washington
5.0
2 Reviews
Sound Financial, LLC is a reputable investment advisory firm based out of Mill Creek, WA, with three offices strategically located for client convenience. With over 260 individual clients and a remarkable $115,716,000 in assets under management, they have established themselves as a trusted partner in financial planning. Sound Financial, LLC specializes in providing comprehensive investment solutions and offers a wide range of services, including insurance brokerage. Their expertise in managing employer 401Ks and individual portfolios sets them apart in the industry. Impressively, 86% of the assets they manage are discretionary,...
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Assets Under Mgmt

$115.72M

Investment Professionals

4

Locations

2

% 401K & Individual

52%

% Discretionary

86%
Compensation Structure
A percentage of assets under your management
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Selection of other advisers
Educational seminars/workshops
Other Business Activities
Insurance broker or agent
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