A complete list of active advisors currently associated with Sound Financial Planning LLC

Warmer can help you find a great advisor at Sound Financial Planning LLC or one who fits your needs even better.

Sound Financial Planning LLC provides fee-only, advice-only financial planning services to individuals and high‑net‑worth individuals through ongoing and project‑based engagements. The firm does not manage client investment accounts, does not accept custody or exercise discretionary authority, and may refer clients to unaffiliated third‑party professionals for implementation when appropriate. The firm’s planning process is holistic and can address cash flow, retirement, tax, estate, insurance, and investment analysis using methods such as fundamental analysis and modern portfolio theory with an emphasis on passive allocation where appropriate; investment recommendations are non‑discretionary and intended for client implementation. In contrast with many firms in similar regulatory categories, SFP uses project‑based and hourly billing rather than charging a percentage‑of‑assets fee. A noteworthy operational detail is that the firm’s principal discloses a concurrent professional career as a musician with the Detroit Symphony Orchestra, an outside activity the firm states occupies roughly half of trading‑hour time. Sound Financial Planning is recently formed and registered in 2025, currently reports no client assets, and discloses it does not accept commissions, participate in wrap programs, or receive third‑party economic benefits.

To learn more about the advisors currently working at Sound Financial Planning LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.