Sound Financial Center LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Sound Financial Center provides personalized financial planning and discretionary investment management for individuals, trusts, and estates, working with clients on cash-flow, retirement, tax, education, and estate-planning matters. The firm operates as a fee-only adviser with three investment advisor representatives and manages client accounts held at a third‑party custodian.
Investment programs use a mix of stocks, bonds, no‑load mutual funds, ETFs, CDs and short‑term bond instruments, and the firm implements discretionary trading under a limited power of attorney. For the growth portion of client portfolios the firm commonly uses a described “Sig 3 Portfolio” approach—initial ETF exposure to an S&P index with a cash sleeve that is adjusted on a quarterly basis—alongside periodic reviews and adjustments to fit individual risk tolerance.
What is distinctive about the firm is its integration with a tax-preparation practice: the owner operates a separate tax service and the advisory team includes tax professionals (including an Enrolled Agent) who provide tax-preparation and related tax advice, sometimes as part of a client relationship and otherwise on a separate billing basis. The firm also notes a long operating history predating its recent LLC reorganization and emphasizes a strictly fee-only model with no commission or product‑sales affiliations.
Client services
Expertise
Fee options
0.75% annually
Tax preparation billed at $200 per hour
Account minimum: $50,000.00 Minimum fee: Minimum fee for tax preparation is $250.00 Fee-only: Firm is strictly fee-only; does not accept commissions or finder's fees.
Main office
121 West Bell Street
Sequim WA 98382
Advisors at this office
3
Most active in
Washington
Also doing business as
Mangiameli, Joseph F · Sound Financial Center · Sound Financial Center LLC · Sound Financial Center, LLC · Sound Financial Company
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:
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
Advisors at this firm
Steven M
Series 65
Sequim, WA
Sound Financial Center LLC
Steven Mangiameli is a financial advisor at Sound Financial Center LLC with one year of industry experience. He holds a Series 65 credential and previously worked six years at the Port Angeles Academy of Music. In addition to his advisory role, he serves as an Enrolled Agent and Senior Tax Preparer at SFC Tax Service, a tax preparation and IRS representation business. Sound Financial Center provides personalized financial planning and discretionary investment management for individuals, trusts, and estates. The firm combines investment management with integrated tax services through its affiliated tax-preparation practice and operates under a strictly fee-only model.
Joseph M
Series 63, Series 65
Sequim, WA
Sound Financial Center LLC
Joseph Mangiameli is a financial advisor with Sound Financial Center in Sequim, WA, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Sound Financial Center since 2003 and also operates a tax preparation service primarily for his investment clients. Sound Financial Center provides personalized financial planning and discretionary investment management for individuals, trusts, and estates. The firm uses a mix of investment vehicles and integrates tax preparation and advice into its services, operating on a strictly fee-only basis with a small team of three advisors.
John M
Series 65
Sequim, WA
Sound Financial Center LLC
John Mangiameli is a financial advisor at Sound Financial Center LLC in Sequim, WA, holding a Series 65 designation with two years of industry experience. He has worked at SFC Tax Service since 2024 and was previously employed at Guardian from 2020 to 2024. Outside of his advisory role, Mangiameli owns and operates Northside Consulting, LLC, which includes the Sequim Academy of Music where he teaches ukulele and guitar to children. Sound Financial Center provides personalized financial planning and discretionary investment management for individuals, trusts, and estates. The firm integrates tax-preparation services with investment advice, offering a fee-only model and using diversified investment approaches including ETFs and mutual funds to align with client risk tolerance.
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