Sound Investment Strategies, Inc. fees and pricing
Financial planner in Bothell, Washington. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated September 29, 2026, Sound Investment Strategies, Inc. charges a quarterly fee of $25-$500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 29, 2026. Fees can change, so confirm with the firm before you hire them.
- Quarterly fee
- $25-$500/qtr
“The flat fee rates generally range from $25 to $500 per quarter, although higher or lower fees may be negotiated based on the circumstances of a particular engagement.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Sound Investment Strategies, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed on a quarterly basis in advance and will be deducted from your account.”
- “Since Portfolio management service fees are billed quarterly in advance, SIS will refund the pro rata share of their fees computed on a daily basis for a 90-day quarter in the event a client engagement is terminated mid-billing period upon request.”
- “Financial planning fees are paid by check.”
About Sound Investment Strategies, Inc.
- Firm size: 2 employees.
- Registered as an adviser: 2012 (14 years).
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
- 1% a year
- Minimum
- $450 minimum fee (stated in brochure)
- Clients
- 94
- Employees
- 2
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $63,405,885
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 141440
- Phone
- (425) 780-4457
Can advise clients in 2 states: California, Washington
Other planners in Bothell that publish fees
- A5 Financial LLCBothell$250/hr
- Guide Advisors, Inc.Bothell$250/hr, Up to $500
- Kanso CapitalBothell$200/hr
- 2020 Financial Planning LLCSeattle$300/hr, $2,500
- Abacus Financial PlanningKirkland$450/hr
- Adair Wealth ManagementBellevue$2,500
Is something on this page wrong or out of date?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.