PlannerFees

Sound Money Management, Inc. fees and pricing

Financial planner in San Antonio, Texas. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated October 8, 2025, Sound Money Management, Inc. charges $425 an hour, a flat or project fee of $3,400, and an annual fee of $15,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed October 8, 2025. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$425/hr
“Once the estimated hours for workload are determined, a fee of $425 per hour is billed to the client.”
Flat or project fee
$3,400
“Rate Comprehensive Financial Coaching – 2-year engagement for comprehensive and unlimited financial planning and financial coaching - $3,400 (priced at 8 hours for $425 = $3,400).”
Annual fee
$15,000/yr
“There is a maximum annual fee of $15,000.”

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

How Sound Money Management, Inc. bills

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

  • “Investment advisory services are provided as a stand-alone service and is calculated and billed separately from the Comprehensive Financial Planning or other financial planning services.”
  • “Financial Snapshot @ Fixed Fee The fee for this service is billed at a flat 3 hours of work and is based on a $425 per hour rate or $1,275 for persons with a net worth of $500,000 or less.”
  • “Concierge Services, Special Projects and Financial Coaching Special Projects involving Lynda Paul, Chief Investment Advisor are billed at the rate of $425/hour.”

How Sound Money Management, Inc.’s fees compare

  • Its hourly rate of $425 is above the Texas median of $275. 85% of the 468 other Texas planners that publish an hourly rate charge less.
  • 17 of the 24 other planners in San Antonio that publish an hourly rate charge less.
  • Its flat or project fee of $3,400 is below the Texas median of $3,850. 46% of the 401 other Texas planners that publish a flat or project fee charge less.
  • 12 of the 18 other planners in San Antonio that publish a flat or project fee charge less.
  • Its annual fee of $15,000 is above the Texas median of $6,000. 83% of the 106 other Texas planners that publish an annual fee charge less.
  • 3 of the 3 other planners in San Antonio that publish an annual fee charge less.

About Sound Money Management, Inc.

“Sound Money Management, Inc. (SMM) provides personal financial planning, investment advisement and investment administration to individuals, families and their related entities, trusts and estates, and family businesses.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Credentials named in the brochure: CFP®.
  • Registered as an adviser: 2010 (16 years).

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
1.25% a year
Employees
1
Services reported to regulators
Financial planning, selecting other advisers, and educational seminars and workshops
Registered with
State securities regulators
Disciplinary disclosures
Yes. Read them on the SEC site (opens in new tab)
SEC CRD number
154752
Website
soundmoneychicago.com (opens in new tab)
Phone
(210) 467-5113

Can advise clients in 2 states: Illinois, Texas

Other planners in San Antonio that publish fees

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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.