Firm
Sound Financial Solutions
Bloomington, Illinois
Fee-only
Sound Financial Solutions at a glance
- One of 330 fee-only firms based in Illinois in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 6 individual clients, 2 of them high net worth.
Fee-only advisors in Illinois · What fee-only advisors charge in Illinois
Facts
| Based in | Bloomington, Illinois |
|---|---|
| Website | mysoundplan.com |
| Phone | (217) 441-2200 |
Sound Financial Solutions fees
Sound Financial Solutions doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: hourly. 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 | Hourly · Fixed fees |
|---|---|
| Individual clients | 4 |
| High-net-worth clients | 2 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 10, 2026 |
| SEC record | CRD 292256 |