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.

Name	Location	Years of experience
Peter Mc Caffrey	Bloomfield Hills, MI	0

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support