Misty Lynch
Sound View Financial Advisors, LLC · Newton Center, Massachusetts
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.
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Specialties
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 |
| Accepting new clients | Yes |
| Assets under management | $50.1M across 191 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA, TX · CRD 4736225 |
| Exams passed | Series 66 (2004) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | soundviewfinancialadvisors.com |
| Profile |
How Misty's firm compares
- Sound View Financial Advisors, LLC's average account is about $262,000, from its Form ADV (assets managed divided by 191 accounts).
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Questions about Misty
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Sound View Financial Advisors, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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