Firm
Sound Investment Management, LLC
Newport Beach, California
Fee-only
Sound Investment Management, LLC at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 28 individual clients, 10 of them high net worth.
- Its average account is about $413,000 (assets it manages divided by its 114 accounts).
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Newport Beach, California |
|---|---|
| Website | soundinvest.us |
| [email protected] | |
| Phone | (888) 500-0375 |
Sound Investment Management, LLC fees
Sound Investment Management, LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets. 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 · Fixed fees |
|---|---|
| Assets managed | $47 million |
| Individual clients | 18 |
| High-net-worth clients | 10 |
| Accounts managed | 114 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | March 6, 2026 |
| SEC record | CRD 299859 |