Sound Financial Management, LLC fees and pricing
Financial planner in Rowayton, Connecticut. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated April 26, 2025, Sound Financial Management, LLC charges $200 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 26, 2025. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200/hr
“Generally, they are billed on an hourly basis at $200 per hour for each phase of the arrangement with the client.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Sound Financial Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “All fees are billed monthly or quarterly, in arrears.”
- “The fee is set for the year ahead and billed quarterly, in arrears.”
- “Terminations within 5 business days of signing the contract are not billed.”
How Sound Financial Management, LLC’s fees compare
- Its hourly rate of $200 is below the Connecticut median of $300. 7% of the 103 other Connecticut planners that publish an hourly rate charge less.
About Sound Financial Management, LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2004 (22 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- College planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 0.25% a year
- Employees
- 1
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and other services
- Assets managed
- $8,945,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 132088
- Phone
- (203) 853-6030
Other planners in Connecticut that publish fees
- 5TH Street Advisors, LLCSouthport$400/hr, $3,000-$5,000
- Abundant Wealth Management LLCStamford$250-$350/hr, $750-$5,000
- Achieve Retirement & Wealth Management, LLCRidgefield$350/hr, $10,000
- Alpine Hill Advisors LLCWestport$50,000-$500,000/yr
- Asset Management AssociatesSouth Windsor$250/hr
- Asset Management Group, Inc.Stamford$925/hr, $2,500-$10,000/yr
Is something on this page wrong or out of date?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.