# Joel Petersen

> Joel Petersen is a fee-only financial advisor at Sound Legacy Wealth Advisors in Kirkland, Washington. Joel focuses on estate & legacy planning, tax planning and sustainable & impact investing. Sound Legacy Wealth Advisors reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/joel-petersen/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Sound Legacy Wealth Advisors
- **Based in:** Kirkland, Washington
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $102M across 125 accounts
- **Specialties:** Estate & legacy planning, Tax planning, Sustainable & impact investing, Family wealth transfer, Divorce financial planning, Small business owners
- **Works with:** Executives, Founders, Multi-generational families
- **CRD:** 5036886 (https://adviserinfo.sec.gov/individual/summary/5036886)
- **SEC registration:** Investment adviser representative in TX, WA
- **Exams passed:** Series 66 (2006)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://soundlegacy.com/

## Frequently asked questions

### Is Joel Petersen a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Joel holds no broker registration, and Sound Legacy Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Joel charge for financial advice?

Joel's firm, Sound Legacy Wealth Advisors, reports charging a percentage of assets on its SEC Form ADV.

### Where is Joel Petersen based?

Joel Petersen is based in Kirkland, Washington.

### What does Joel specialize in?

Joel's specialties include estate & legacy planning, tax planning, sustainable & impact investing, family wealth transfer, divorce financial planning and small business owners. Joel works with executives, founders and multi-generational families.

### Is Joel Petersen registered with the SEC?

Yes. Joel Petersen is registered as an investment adviser representative in TX and WA (CRD 5036886), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Sound Legacy Wealth Advisors manage?

Sound Legacy Wealth Advisors reports $102M across 125 accounts in assets under management.

### How do I contact Joel Petersen?

Through Joel's website, soundlegacy.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5036886): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://soundlegacy.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.