Sound Wealth LLC fees and pricing

Financial planner in Marlton, New Jersey. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated July 13, 2026, Sound Wealth LLC charges $350 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 13, 2026. Fees can change, so confirm with the firm before you hire them.

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

“Clients who engaged SWM for services prior to 2026 may be billed under a different fee schedule than what is currently described below.”
“The asset-based fee is based on a percentage of assets under management and is negotiable.”
“Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”

Its hourly rate of $350 is above the New Jersey median of $300. 63% of the 174 other New Jersey planners that publish an hourly rate charge less.

“We offer investment management and financial planning services, and retirement plan consulting.”

From the firm's description of its advisory business in its Form ADV brochure.

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: 1.5% a year
Clients: 44
Employees: 3
Works with: Individuals, high net worth individuals, and pooled investment vehicles
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and pension consulting
Assets managed: $28,517,662
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 329237
Website: instagram.com/soundwealthllc (opens in new tab)
Phone: (732) 276-4303

Can advise clients in 3 states: Illinois, New Jersey, Pennsylvania

Is something on this page wrong or out of date?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.