Sound View Financial Advisors fees
Financial planner in Walpole, Massachusetts. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 9, 2026, Sound View Financial Advisors (Walpole, MA) charges $350 an hour and an annual fee of $5,000-$10,000 for financial planning.
- Website: soundviewfinancialadvisors.com (opens in new tab)
- Call (508) 921-3533
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 9, 2026. Fees can change.
- Hourly rate
- $350/hr
Above the Massachusetts median of $300; 60% of the 131 other planners in Massachusetts that publish an hourly rate charge less. The one other planner in Walpole charges less.
“Hourly services for financial planning services are charged at $350 per hour, based on actual hours spent.”
- Annual fee
- $5,000-
$10,000/yr Runs from below the Massachusetts median of $10,000 up to it.
“Fees for ongoing planning services are fixed-fees determined in advance, and may range between $5000 and $10,000 annually, depending on the complexity of the situation and the array of services provided.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Credentials held at the firm
- CFP® professional (opens in new tab)
- Team size
- 4 employees
- Registered since
- 2010 (16 years)
How Sound View Financial Advisors bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee range is between $1,000 and $10,000 and is negotiable.”
- “The client must approve the change of scope in advance of the additional work being performed when a fee increase is necessary.”
- “These fees are negotiable, and are typically lower overall than Sound View’s investment management services.”
About Sound View Financial Advisors
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Business owners
- Insurance analysis
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, annual planning fees, and a percentage of assets under management
- Clients
- 107
- 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
- $50.1 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of March 9, 2026
- CRD number
- 154732 (opens in new tab)
- Phone
- (508) 921-3533
Other planners in Walpole that publish fees
- BeingFIT FinancialWalpoleHourly $250/hr, Flat $1,500-$15,000
More planners in Massachusetts that publish fees
- Helm Financial Planning LLCWest NewburyHourly $250/hr
- FinArc Investments, Inc.NorwoodHourly $300/hr
- Christopher Investment AdvisorsBeverlyHourly $150/hr
- Levin Financial PlanningWaylandHourly $350/hr
- Canby Financial AdvisorsFraminghamHourly up to $500/hr, Flat up to $10,000
- LCW Planning and Investments, LLCLawrenceFlat $2,500-$10,000
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.