Greg Rutherford
Sound Asset Management · Yorkville, Illinois
Greg Rutherford is a fee-only financial advisor at Sound Asset Management in Yorkville, Illinois, who holds the CFP credential. Greg focuses on retirement planning. Sound Asset Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Facts
| Firm | Sound Asset Management |
|---|---|
| Based in | Yorkville, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $109M across 187 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IL · CRD 7291620 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.soundassetmanagementinc.com |
How Greg's firm compares
- Sound Asset Management's average account is about $583,000, from its Form ADV (assets managed divided by 187 accounts).
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Questions about Greg
Is Greg Rutherford a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Greg holds no broker registration, and Sound Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Greg charge for financial advice?
Greg's firm, Sound Asset Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Greg Rutherford based?
Greg Rutherford is based in Yorkville, Illinois.
What does Greg specialize in?
Greg's specialties include retirement planning.
What credentials does Greg Rutherford hold?
Greg Rutherford holds the CFP credential.
Is Greg Rutherford registered with the SEC?
Yes. Greg Rutherford is registered as an investment adviser representative in IL (CRD 7291620), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sound Asset Management manage?
Sound Asset Management reports $109M across 187 accounts in assets under management.
How do I contact Greg Rutherford?
Through Greg's website, www.soundassetmanagementinc.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Sound Asset Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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