Sound View Wealth Advisors Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$2,183,990,442
Clients
927
Advisors
9
across 2 offices
About
Sound View Wealth Advisors Group provides holistic financial planning and discretionary and non‑discretionary portfolio management to individuals (including high‑net‑worth clients), families, family offices, trusts, private foundations and qualified retirement plans. The firm offers financial planning, investment management and retirement plan services, and may act as a 3(38) fiduciary for qualified plans.
The firm’s investment process emphasizes fundamental analysis and a long‑term orientation, with an investment committee that selects model portfolios, approves mutual funds and ETFs, and reviews External Managers. Sound View can manage assets directly or allocate to unaffiliated External Managers and private pooled vehicles, and it monitors performance and account suitability on an ongoing basis.
Sound View is an indirect, wholly‑owned subsidiary of Focus Financial Partners and discloses several affiliated platforms and referral arrangements that distinguish its offerings: clients may be introduced to private investment vehicles managed by SCS Capital Management, referred to its insurance affiliate Focus Risk Solutions, or offered credit and cash‑management solutions via UPTIQ, arrangements the firm discloses involve revenue sharing. The brochure also notes that some advisory personnel are registered representatives of Purshe Kaplan Sterling Investments or are licensed insurance agents for an affiliated insurance entity and may receive transaction‑ or commission‑based compensation, with the firm describing these relationships and related conflicts of interest.
Client services
Expertise
Occupation focus
Fee options
Flat fees for financial planning services may be negotiated and agreed upon in writing
$0 - $499,999: 1.5% $500,000 - $999,999: 1.25% $1,000,000 - $1,999,999: 1.1% $2,000,000 - $4,999,999: .95% $5,000,000 - $9,999,999: .75% $10,000,000 - $24,999,999: .60% $25,000,000 - $49,999,999: .50% $50,000,000 - $99,999,999: .40% $100,000,000+: customizable
Certain advisory persons receive commissions for annuities and insurance products sold through affiliated entities
Hourly financial planning fees generally range from $250 to $500 per hour
Fee-only: Financial planning fees may be charged separately on an hourly or flat fee basis; hourly rates range from $250 to $500 per hour
Main office
See office1 Skidaway Village Walk, Suite 201
Savannah GA 31411
Advisors at this office
8
Offices (2)
Most active in
California · Colorado · Connecticut · District of Columbia · Florida · Georgia · Illinois · Indiana · Louisiana · Maryland · Massachusetts · New Hampshire · New Jersey · New York · North Carolina · Ohio · Pennsylvania · South Carolina · Tennessee · Texas · Virginia · Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
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Advisors at this firm
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