Stephen Guss
Sound Investment Strategies · Langley, Washington
Stephen Guss is a fee-only financial advisor at Sound Investment Strategies in Langley, Washington. Stephen focuses on retirement planning and tax planning. Sound Investment Strategies reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Sound Investment Strategies |
|---|---|
| Based in | Langley, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $63.4M across 231 accounts |
| SEC registration | Investment adviser representative in WA · CRD 1333355 |
| Exams passed | Series 63 (1985) · Series 65 (2006) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.investsoundly.com |
How Stephen's firm compares
- Sound Investment Strategies's average account is about $274,000, from its Form ADV (assets managed divided by 231 accounts).
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Questions about Stephen
Is Stephen Guss a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Stephen holds no broker registration, and Sound Investment Strategies reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Stephen charge for financial advice?
Stephen's firm, Sound Investment Strategies, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Stephen Guss based?
Stephen Guss is based in Langley, Washington.
What does Stephen specialize in?
Stephen's specialties include retirement planning and tax planning.
Is Stephen Guss registered with the SEC?
Yes. Stephen Guss is registered as an investment adviser representative in WA (CRD 1333355), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sound Investment Strategies manage?
Sound Investment Strategies reports $63.4M across 231 accounts in assets under management.
How do I contact Stephen Guss?
Through Stephen's website, www.investsoundly.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 Investment Strategies 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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