Sound Financial Advisors, Inc. fees and pricing

Financial planner in Port Orchard, Washington. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 27, 2026, Sound Financial Advisors, Inc. charges $125 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $125/hr; “The maximum hourly fee to be charged will not exceed $125.”

Payment and refund terms, quoted from the fee section of the brochure.

“The fees taken throughout the quarter shall be paid within thirty (30) days following the end of the quarter for which such fees are payable.”
“Upon notice of termination, AssetMark will process a pro-rata refund of the unearned portion of the advisory fees charged in advance.”
“Clients will receive a pro-rata refund of unearned fees based on the time and effort expended by our firm.”

Its hourly rate of $125 is below the Washington median of $300. 1% of the 216 other Washington planners that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 0.5% a year
Clients: 46
Employees: 2
Works with: Individuals, high net worth individuals, and pension and profit sharing plans
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Assets managed: $24,765,750
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 115875
Website: sound-financial.com (opens in new tab)
Phone: (206) 909-2266

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.