Sooner Private Financial LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Sooner Private Financial LLC is an SEC‑registered independent investment adviser managing roughly $9 million for individuals, high‑net‑worth clients, trusts, estates, charitable organizations, foundations, endowments and small businesses. The firm offers discretionary asset management, fee‑based financial planning and consulting, and access to third‑party money managers and a turnkey portfolio platform.
The firm pursues active, tailored portfolio management using fundamental analysis, modern portfolio theory, technical and cyclical analysis, and conducts regular monitoring and rebalancing to align portfolios with client objectives. It also conducts due diligence on and offers access to illiquid direct participation investments and special‑circumstance DPIs (for example, 1031 exchanges, Qualified Opportunity Zones and oil and gas programs), relying on sponsor‑reported valuations for those holdings.
Notable distinctions include affiliated entities that provide estate planning, tax planning, insurance/risk management, business advisory and project‑management services billed outside the advisory relationship, and adviser(s) who are insurance‑licensed and may recommend insurance products. The firm relies on custodial statements for client reporting rather than issuing its own quarterly performance statements and makes use of the Signal turnkey platform and third‑party managers, which can introduce additional operational and liquidity considerations compared with many peers.
Client services
Expertise
Fee options
Fixed fee financial planning ranging from $750 to $30,000
$0 - $750,000: 1.95% $750,001 - $2,000,000: 1.7% $2,000,001 - $4,000,000: 1.45% $4,000,000+: Negotiable
Insurance products commissions for life, disability, health, and long-term care insurance
Hourly financial planning fees ranging from $225 to $575 per hour
Fee-only: Fixed fee financial planning: $750 to $30,000; Hourly financial planning: $225 to $575 per hour
Main office
90 Stiles Road Suite 201
Salem NH 03079
Advisors at this office
1
Most active in
Massachusetts · New Hampshire
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
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