# Sophia Zundel

> Sophia Zundel is a fee-only financial advisor at Tower View Wealth Management in Shorewood, Wisconsin, who holds the CFP credential. Sophia focuses on retirement planning, estate & legacy planning and family wealth transfer. Tower View Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Tower View Wealth Management
- **Based in:** Shorewood, Wisconsin
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Fees (firm's website):** no asset minimum
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $317.9M across 209 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Estate & legacy planning, Family wealth transfer
- **Works with:** Early-career professionals, Pre-retirees, Retirees, Multi-generational families
- **CRD:** 7143839 (https://adviserinfo.sec.gov/individual/summary/7143839)
- **SEC registration:** Investment adviser representative in CA, FL, IL, MN, NH, TX, WI
- **Exams passed:** Series 66 (2020)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** http://www.tower-view.com

## Frequently asked questions

### Is Sophia Zundel a fee-only financial advisor?

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

### How does Sophia charge for financial advice?

Sophia's firm, Tower View Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### How much does Sophia charge?

According to Tower View Wealth Management's website, checked October 30, 2026: no asset minimum.

### Where is Sophia Zundel based?

Sophia Zundel is based in Shorewood, Wisconsin.

### What does Sophia specialize in?

Sophia's specialties include retirement planning, estate & legacy planning and family wealth transfer. Sophia works with early-career professionals, pre-retirees, retirees and multi-generational families.

### What credentials does Sophia Zundel hold?

Sophia Zundel holds the CFP credential.

### Is Sophia Zundel registered with the SEC?

Yes. Sophia Zundel is registered as an investment adviser representative in CA, FL, IL, MN, NH, TX and WI (CRD 7143839), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Tower View Wealth Management manage?

Tower View Wealth Management reports $317.9M across 209 accounts in assets under management.

### How do I contact Sophia Zundel?

Through Sophia's website, www.tower-view.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7143839): 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://www.tower-view.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.