Sound View Financial Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Sound View Financial Advisors works with individuals and families as well as trusts, estates, pension and profit‑sharing plans, charitable organizations, and small businesses, providing comprehensive financial planning and discretionary investment management. The firm operates on a fee‑only basis and offers project‑based plans, ongoing planning engagements, and employee benefit plan advisory under written agreements.
Investment portfolios are constructed using a strategic asset allocation with a core‑and‑satellite approach that combines passive and active mutual funds and ETFs, and client objectives are documented in individualized Investment Policy Statements with periodic reviews. The firm accepts discretionary trading authority under a limited power of attorney and routinely coordinates implementation through third‑party platforms, including automated custodians and 401(k) administrators, sometimes in subadvisor or view‑only arrangements.
Compared with many peers, Sound View is notable for its strict fee‑only model and its range of non‑AUM planning arrangements (project and fixed‑fee ongoing services), together with a stated no‑minimum account policy. The firm also emphasizes formal credentialing for advisors and maintains public educational activities, and it has formal interested‑party agreements with automated investment and 401(k) platform providers—an operational mix that is less common for firms of its size.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% annually $1,000,001 - $3,000,000: 0.85% annually $3,000,001 - $5,000,000: 0.75% annually $5,000,001+: 0.50% annually
$350 per hour for financial planning services, negotiable
Fee-only: Financial planning fees between $1,000 and $10,000, negotiable; ongoing planning services fees between $5,000 and $10,000 annually, negotiable; hourly financial planning services at $350 per hour, negotiable
Main office
128 School Street
Walpole MA 02081-1802
Advisors at this office
3
Most active in
Massachusetts · Texas
Also doing business as
Brown, Susan H. · Sound View Financial Advisors
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
Quick links
Advisors at this firm
Gina S
CFP®, Series 65
Walpole, MA
Sound View Financial Advisors
Gina Szigety is a CFP® with five years of industry experience, currently serving as a financial advisor at Sound View Financial Advisors. She has been with the firm since 2014. Sound View Financial Advisors serves individuals and families, trusts, estates, charitable organizations, small businesses, and employer plan sponsors with personalized financial planning and investment management. The firm employs a strategic asset-allocation approach that combines passive and actively managed no-load mutual funds and ETFs, emphasizing global diversification and fundamental analysis.
Jessica S
CFP®, Series 65
Walpole, MA
Sound View Financial Advisors
Jessica Scola is a CFP® and holds a Series 65 license with two years of industry experience. She is currently an advisor at Sound View Financial Advisors and previously worked at Montis Financial, LLC. Prior to her financial career, she spent over a decade with Mary Kay Cosmetics. Sound View Financial Advisors serves individuals, families, trusts, charitable organizations, small businesses, and employer plan sponsors with personalized financial planning and investment management. The firm employs a strategic asset-allocation approach using passive and actively managed no-load mutual funds and ETFs, emphasizing written investment policies and regular account reviews.
Misty L
CFP®
Walpole, MA
Sound View Financial Advisors
Misty Lynch, CFP® is the Owner and CEO of Sound View Financial Advisors, LLC. She is passionate in her commitment to help her clients handle their finances and lives with confidence. A fee-only fiduciary and independent financial advisor, Misty does not receive commission and is legally required by her certifications to provide unbiased and reputable financial advice. Misty hosts the unscripted reality show HEARTBROKE and the Demystifying Money podcast. She is also the author of DEMYSTIFYING MONEY and a personal finance expert and resource for media outlets including The New York Times, Cosmopolitan, CNBC, CNN, Investopedia, Real Simple, Student Loan Hero and many others. Investopedia named her one of the Top 100 Financial Advisors in 2021 and US News and World Report called her one of the 9 Women in Finance to Follow "because sometimes you need life advice, not just financial advice." When she isn't working you can find her reading mysteries, skiing the East Coast or coaching her kids basketball and field hockey teams. Misty lives with her husband and children in Walpole, MA.
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