Firm
Sound Asset Management
Yorkville, Illinois
Fee-only
Sound Asset Management at a glance
- One of 330 fee-only firms based in Illinois in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 1 employee and 41 individual clients, 20 of them high net worth.
- Its average account is about $583,000 (assets it manages divided by its 187 accounts).
Fee-only advisors in Illinois · What fee-only advisors charge in Illinois
Facts
| Based in | Yorkville, Illinois |
|---|---|
| Website | soundassetmanagementinc.com |
| Phone | (630) 553-9771 |
Sound Asset Management fees
Sound Asset Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly |
|---|---|
| Assets managed | $109 million |
| Individual clients | 21 |
| High-net-worth clients | 20 |
| Accounts managed | 187 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 124104 |