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Sound Financial Planning LLC
Sound Financial Planning LLC is a ria; the Altss profile covers its classification, headquarters, registration, AUM band, and key contacts for...
Overview
SOUND FINANCIAL PLANNING LLC is a state-registered investment adviser. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Sector focus
Frequently asked questions
Is Sound Financial Planning LLC a fiduciary?
Yes, as a registered investment advisor, the firm is required to meet a fiduciary standard of care under the Investment Advisers Act of 1940 or applicable state law. This means Sound Financial Planning LLC must act in the best interests of its clients and disclose any conflicts of interest.
What services does Sound Financial Planning LLC provide?
The firm offers financial planning, investment management, and wealth advisory services to both individual and institutional clients. This includes retirement planning, estate planning support, and portfolio construction, though specific offerings are not detailed in public filings.
How is Sound Financial Planning LLC structured?
It is structured as a limited liability company (LLC) and operates as a registered investment advisor. This corporate structure provides liability protection for its owners while subjecting the firm to regulatory oversight by the SEC or state securities regulators.
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