# Misty Lynch

> Misty Lynch is a fee-only financial advisor at Sound View Financial Advisors, LLC in Newton Center, Massachusetts, who holds the CFP credential. Misty focuses on retirement planning, estate & legacy planning and tax planning. Sound View Financial Advisors, LLC reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/misty-lynch/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Sound View Financial Advisors, LLC
- **Based in:** Newton Center, Massachusetts
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $50.1M across 191 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning
- **CRD:** 4736225 (https://adviserinfo.sec.gov/individual/summary/4736225)
- **SEC registration:** Investment adviser representative in MA, TX
- **Exams passed:** Series 66 (2004)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://soundviewfinancialadvisors.com

## Frequently asked questions

### Is Misty Lynch a fee-only financial advisor?

Yes. Misty Lynch is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Misty's firm.

### How does Misty charge for financial advice?

Misty's firm, Sound View Financial Advisors, LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Does Misty work with clients virtually?

Yes. Sound View Financial Advisors, LLC says on its website that it works with clients remotely.

### Where is Misty Lynch based?

Misty Lynch is based in Newton Center, Massachusetts.

### What does Misty specialize in?

Misty's specialties include retirement planning, estate & legacy planning and tax planning.

### What credentials does Misty Lynch hold?

Misty Lynch holds the CFP credential.

### Is Misty Lynch registered with the SEC?

Yes. Misty Lynch is registered as an investment adviser representative in MA and TX (CRD 4736225), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Sound View Financial Advisors, LLC manage?

Sound View Financial Advisors, LLC reports $50.1M across 191 accounts in assets under management.

### How do I contact Misty Lynch?

Through Misty's website, soundviewfinancialadvisors.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/6781): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://soundviewfinancialadvisors.com/): specialties, clients served, and fees, checked October 28, 2026

---

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