Firm
Sound Investment Management
Tualatin, Oregon
Fee-only
Sound Investment Management at a glance
- One of 191 fee-only firms based in Oregon in the Wellspent graph.
- 4 advisors are listed here; 1 of 4 hold the CFP.
- Its Form ADV reports 4 employees and 140 individual clients, 42 of them high net worth.
- Its average account is about $1.8 million (assets it manages divided by its 140 accounts).
Fee-only advisors in Oregon · What fee-only advisors charge in Oregon
Facts
| Based in | Tualatin, Oregon |
|---|---|
| Website | simiusa.com |
| Phone | (503) 691-7030 |
Sound Investment Management fees
Sound Investment 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 |
|---|---|
| Assets managed | $256 million |
| Individual clients | 98 |
| High-net-worth clients | 42 |
| Accounts managed | 140 |
| Employees | 4 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-46570) |
| Financial planning | Offered |
| Form ADV filed | April 14, 2026 |
| SEC record | CRD 107438 |