SoundView Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$386,365,694
Clients
189
Advisors
6
of 11 employees
About
SoundView Advisors provides discretionary investment management and written financial planning primarily for individual and high‑net‑worth clients. The firm manages about $387 million across roughly 189 client relationships and constructs portfolios using exchange‑traded funds, no‑load and load‑waived mutual funds, and, when appropriate, sub‑advisors.
Portfolios are customized to client objectives and risk tolerance, with ongoing monitoring (monthly) and formal reviews at least quarterly and annual rebalancing; account oversight is handled by the firm’s investment adviser representatives. The firm coordinates with clients’ attorneys and accountants, and discloses an economic incentive when recommending rollovers of employer plan assets into IRAs it would manage, while noting the rollover recommendation considers plan features, fees and tax implications.
SoundView’s brochure highlights an uncommon approach to illiquid holdings: updated valuations for assets such as real estate limited partnerships are obtained annually (applied as of June 30) and the firm states management fees will not increase above original cost and will be reduced if an investment is revalued downward. The firm also maintains a quarterly minimum fee (occasionally waived for hardship), does not sponsor wrap fee programs, and uses institutional custodians whose platform services the firm leverages.
Client services
Expertise
Fee options
$0 - $749,999: 1.25% $750,000 - $3,000,000: 0.75% $3,000,001 - $10,000,000: 0.50% $10,000,001+: 0.40%
Minimum fee: Minimum fee is $1,875 per quarter for new clients as of 2024; occasionally waived Fee-only: Fee based on tiered percentage of assets under management; no commissions accepted
Main office
1441 West Bay Drive
Olympia WA 98502
Advisors at this office
6
Most active in
Arizona · California · Washington
Also doing business as
Bruce C. Stoltenberg, Jd, Cfp · Bruce Carl Stoltenberg · Soundview Advisors · Soundview Advisors, Inc. · Soundview Advisors, P.S. · Soundview Advisors, Ps · Stoltenberg & Associates · Stoltenberg & Associates, Financial Planning
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.
Quick links
Advisors at this firm
Krista W
CFP®
Olympia, WA
SoundView Advisors
Krista Wallace is a CFP® professional with five years of experience in financial advising. She has worked at SoundView Advisors since 2020 and previously spent six years at Zeiders Enterprises. Outside of her advisory role, she serves as a Trustee and Finance Elder at University Place Presbyterian Church. SoundView Advisors serves individual and high-net-worth clients by providing discretionary portfolio management and comprehensive financial planning. The firm emphasizes customized asset allocation and ongoing account management, with a focus on tailored portfolios and formal quarterly reviews.
Ben J
CFP®, PFS™, Series 63, Series 65
Olympia, WA
SoundView Advisors
Ben Jennings is a CFP® and PFS™ with 22 years of experience in financial advising. He has been with SoundView Advisors since 2010 and holds Series 63 and Series 65 licenses. SoundView Advisors serves individual and high-net-worth clients by providing discretionary portfolio management and comprehensive financial planning, including retirement, tax, estate, and employee stock option planning. The firm emphasizes customized asset allocation and ongoing account management, with a relatively small client roster that supports larger average account sizes.
Kevin S
CFP®, Series 65
Olympia, WA
SoundView Advisors
Kevin Slater is a CFP® and holds a Series 65 license with 21 years of industry experience. He has been with SoundView Advisors since 2007. SoundView Advisors serves individual and high-net-worth clients by providing discretionary portfolio management and comprehensive financial planning services. The firm emphasizes customized asset allocation and continuous portfolio monitoring, combining passive and active investment strategies while maintaining a relatively low client-to-advisor ratio.
Austin B
CFP®, Series 65
Olympia, WA
SoundView Advisors
Austin Boyce is a CFP® and holds a Series 65 license, currently serving as a financial advisor at SoundView Advisors since 2022. He has seven years of prior work experience at PACCAR Parts. SoundView Advisors serves individual and high-net-worth clients by providing discretionary portfolio management and financial planning services. The firm offers customized asset allocation, investment selection, and ongoing account management, with portfolios tailored to client goals and risk tolerance and monitored through regular reviews.
Kevin R
CFP®, Series 65
Olympia, WA
SoundView Advisors
Kevin Rigg is a Certified Financial Planner (CFP®) with 23 years of industry experience. He has been with SoundView Advisors in Olympia, WA since 2007. SoundView Advisors is a six-advisor team that provides discretionary investment management and written financial planning primarily for individual and high-net-worth clients. The firm manages approximately $387 million across about 189 client relationships, using customized portfolios that include exchange-traded funds, mutual funds, and sub-advisors, with regular monitoring and coordination with clients’ legal and tax professionals.
Christen H
Series 63, Series 65
Olympia, WA
SoundView Advisors
Christen Harrison is a financial advisor at SoundView Advisors in Olympia, WA, with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms, including Navigate Financial Inc. and Commonwealth Financial Network. SoundView Advisors provides discretionary investment management and financial planning primarily for individual and high-net-worth clients. The firm manages about $387 million across nearly 190 client relationships, constructing customized portfolios using exchange-traded funds, mutual funds, and sub-advisors, with regular monitoring and formal reviews.
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