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

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

Sound Financial Solutions LLC provides investment advisory, retirement-plan (pension) consulting, and financial planning services to individuals (including high-net-worth clients), households, and small businesses. The firm manages roughly $15.8 million for about 74 clients and uses percentage-of-AUM compensation common to firms in this category. SFS creates an Investment Policy Statement for each client and offers both discretionary and non-discretionary portfolio management, relying on a mix of charting, fundamental, technical and cyclical analysis and employing both long-term and short-term trading strategies. Investment options are generally limited to mutual funds, equities, fixed income, ETFs (including precious metal ETFs), REITs and non‑U.S. securities, with accounts reviewed at least quarterly. Distinctive operational features include managing client assets internally rather than engaging third‑party sub‑advisers and disclosing acceptance of soft‑dollar research or services while recommending TD Ameritrade Institutional as custodian. The firm also documents potential conflicts, maintains a written Code of Ethics, and explicitly includes more active techniques (short‑term trading and technical/charting analysis) and non‑traditional ETF exposures among its investable strategies, which may set its approach apart from primarily passive, long‑term planning practices.

To learn more about the advisors currently working at Sound Financial Solutions 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.