S

Sound Financial Center LLC

Updated today

Client assets under management

$99,596,534

Clients

270

17% high-net-worth

Advisors

3

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

90

High

Average account size

$368,876

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

Portfolio management

Expertise

General tax planning Cash flow / budgeting

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Fee options

Percentage

0.75% annually

Project-based

Tax preparation billed at $200 per hour

Other

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 location

Sound Financial Center LLC

121 West Bell Street

Sequim WA 98382, United States

Number of offices

2

Most active in

Washington

Disclosures

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

Business activities & affiliations

Quick links

Advisors at this firm

user avatar

Steven M

Series 65

Sequim, WA

Sound Financial Center LLC

Steven Mangiameli is a financial advisor at Sound Financial Center in Sequim, WA, holding a Series 65 credential with one year of industry experience. Prior to his advisory role, he worked in tax preparation and IRS representation at SFC Tax Service, where he serves as an Enrolled Agent and Senior Tax Preparer. He has also been involved with the Port Angeles Academy of Music and Olympic Peninsula Home and Land, LLC. Sound Financial Center provides personalized financial planning and discretionary investment management for individuals, trusts, and estates. The firm integrates tax preparation services with advisory offerings and employs a fee-only model with no commission or product-sales affiliations.

General tax planning Cash flow / budgeting
user avatar

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.

General tax planning Cash flow / budgeting
user avatar

John M

Series 65

Sequim, WA

Sound Financial Center LLC

John Mangiameli is a financial advisor at Sound Financial Center with one year of industry experience. He holds a Series 65 designation and has worked in various roles including at Guardian and as a self-employed consultant. Outside of finance, he teaches ukulele and guitar to children through the Sequim Academy of Music, which he operates under Northside Consulting, LLC. Sound Financial Center provides personalized financial planning and discretionary investment management for individuals, trusts, and estates. The firm integrates tax-preparation services with its advisory offerings and uses a fee-only model, employing a mix of investment instruments and a distinctive “Sig 3 Portfolio” approach for growth portfolios.

General tax planning Cash flow / budgeting
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