Sophia Zundel
Tower View Wealth Management · Shorewood, Wisconsin
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.
Request an introduction to Sophia →
Specialties
Who they serve
- Early-career professionals
- Pre-retirees
- Retirees
- Multi-generational families
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 |
| Assets under management | $317.9M across 209 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, FL, IL, MN, NH, TX, WI · CRD 7143839 |
| Exams passed | Series 66 (2020) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.tower-view.com |
Request an introduction to Sophia
Tell Sophia a little about what you're looking for. Sophia isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Sophia
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.
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
- Tower View Wealth Management 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.
See something wrong? Request a correction. Read our methodology.