Sound Investments Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Sound Investments Inc. provides financial planning and discretionary portfolio management to individuals, as well as pension and profit‑sharing plans, 401(k) plans, trusts and estates. Services are delivered on a fee‑only basis and the firm does not charge for completion of a written financial plan.
Portfolios are built mainly with no‑load mutual funds, low‑cost ETFs and individual stocks, with access to institutional share classes at lower purchase amounts than typically required. Investment selection combines third‑party investment newsletters and a ranking process that emphasizes recent relative performance to identify emerging leaders, with asset allocation tailored to clients’ net worth, time horizon and risk tolerance.
Noteworthy for a small independent adviser, the firm actively serves retirement plan clients in addition to individual households and the principal personally reviews all accounts. The practice pairs individualized cash‑flow projections and quarterly reporting with a trend‑oriented, newsletter-driven approach and expanded access to institutional share classes, which distinguishes it from many peers.
Client services
Expertise
Fee options
$0 - $500,000: 1.5% $500,001 - $1,000,000: 0.75% $1,000,001+: 0.50%
Fee-only: Fees based on percentage of assets under management, no commissions charged.
Main office
8826 Santa Fe Suite 202
Overland Park KS 66212
Advisors at this office
1
Most active in
Kansas · Missouri · Texas
Also doing business as
Commercial Mortgage Broker · Sound Investments Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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
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