Susan Risner
Sound Financial Advisors · Port Orchard, Washington
Susan Risner is a fee-only financial advisor at Sound Financial Advisors in Port Orchard, Washington. Sound Financial Advisors reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Sound Financial Advisors |
|---|---|
| Based in | Port Orchard, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $24.8M across 289 accounts |
| SEC registration | Investment adviser representative in WA · CRD 1617888 |
| Exams passed | Series 63 (1987) · Series 65 (1996) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.sound-financial.com |
How Susan's firm compares
- Sound Financial Advisors's average account is about $86,000, from its Form ADV (assets managed divided by 289 accounts).
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Questions about Susan
Is Susan Risner a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Susan holds no broker registration, and Sound Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Susan charge for financial advice?
Susan's firm, Sound Financial Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Susan Risner based?
Susan Risner is based in Port Orchard, Washington.
Is Susan Risner registered with the SEC?
Yes. Susan Risner is registered as an investment adviser representative in WA (CRD 1617888), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sound Financial Advisors manage?
Sound Financial Advisors reports $24.8M across 289 accounts in assets under management.
How do I contact Susan Risner?
Through Susan's website, www.sound-financial.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
- 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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