A complete list of active advisors currently associated with Sound Money Management, Inc.
Warmer can help you find a great advisor at Sound Money Management, Inc. or one who fits your needs even better.
The firm provides financial planning, investment advisement and investment administration to individuals, families, trusts, estates and family businesses, and it operates primarily by acting as a solicitor for third‑party turnkey asset management programs (TAMPs). Its ADV reports $0 in regulatory assets under management while disclosing $23,450,000 in assets under advisement handled through custodians and the selected TAMPs. The firm offers comprehensive and limited planning engagements that are billed largely on an hourly basis (the brochure cites a standard planning rate and fixed‑fee snapshot and coaching options) and coordinates implementation through TAMPs that process all‑inclusive, asset‑based wrap fees and custodial services. Investment work is driven by goal‑based, strategic asset‑allocation models (with passive/index options available through TAMPs), and the firm documents client objectives, vets unaffiliated advisers, and may recommend third‑party managers when appropriate. Compared with many peers, the firm discloses a prior self‑regulatory disciplinary event related to annuity sales and also maintains an affiliated insurance activity: the firm’s sole advisory representative is licensed to sell certain insurance products (including fixed annuities) and may receive commissions, a potential conflict the brochure discloses and explains how it is managed. The firm additionally conducts fee‑based educational seminars (limited time commitment) and emphasizes its role as a non‑discretionary solicitor to TAMPs, while indicating plans to engage third‑party compliance consulting as a secondary oversight measure.
To learn more about the advisors currently working at Sound Money Management, Inc., 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 |
|---|---|---|
San Antonio, TX
| 29
|
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