Sound Financial Planning LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 23, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Our hourly rate is $250.”

Flat or project fee

$200⁠-⁠$400

“We charge a recurring monthly fee of $200 - $400 for Ongoing Financial Planning.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Sound Financial Planning LLC bills

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

• “Fees are negotiable and some fees may vary by Client for similar services.”
• “Fees are paid in arrears, may be negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
• “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”

How Sound Financial Planning LLC’s fees compare

• Its hourly rate of $250 matches the Michigan median of $250. 38% of the 170 other Michigan planners that publish an hourly rate charge less.
• 3 of the 7 other planners in Bloomfield Hills that publish an hourly rate charge less.
• Its flat or project fee of $200-$400 is below the Michigan median of $3,250. 4% of the 137 other Michigan planners that publish a flat or project fee charge less.
• None of the 8 other planners in Bloomfield Hills that publish a flat or project fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Sound Financial Planning LLC

• Principal: Peter McCaffrey
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2025.

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Business owners
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Employees

1

Services reported to regulators

Financial planning

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

338895

Website

instagram.com/pmccaffrey4 (opens in new tab)

Phone

(502) 594-1431

Other planners in Bloomfield Hills that publish fees

• Cranbrook Wealth Management, LLCBloomfield Hills$10,000⁠-⁠$100,000/yr
• Emde Wealth Management LLCBloomfield Hills$500⁠-⁠$5,000
• Forsythia FinancialBloomfield Hills$350/hr
• Gainplan LLCBloomfield Hills$400/hr, $15,000
• Integrated Capital ManagementBloomfield Hills$250/hr, $1,000⁠-⁠$5,000
• KRS Capital Management, LLCBloomfield Hills$5,000, $5,000/yr

Compare all 16 planners in Bloomfield Hills