Joel Petersen
Sound Legacy Wealth Advisors · Kirkland, Washington
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.
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Specialties
Who they serve
- Executives
- Founders
- Multi-generational families
Facts
| Firm | Sound Legacy Wealth Advisors |
|---|---|
| Based in | Kirkland, Washington |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $102M across 125 accounts |
| SEC registration | Investment adviser representative in TX, WA · CRD 5036886 |
| Exams passed | Series 66 (2006) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | soundlegacy.com |
| Profile |
How Joel's firm compares
- Sound Legacy Wealth Advisors's average account is about $816,000, from its Form ADV (assets managed divided by 125 accounts).
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Questions about Joel
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.
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 Legacy Wealth Advisors 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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