Firm
Sound Investment Strategies
Bothell, Washington
Fee-only
Sound Investment Strategies at a glance
- One of 298 fee-only firms based in Washington in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 2 employees and 94 individual clients, 20 of them high net worth.
- Its average account is about $274,000 (assets it manages divided by its 231 accounts).
Fee-only advisors in Washington · What fee-only advisors charge in Washington
Facts
| Based in | Bothell, Washington |
|---|---|
| Website | investsoundly.com |
| Phone | (425) 780-4457 |
Sound Investment Strategies fees
Sound Investment Strategies 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 · Fixed fees |
|---|---|
| Assets managed | $63 million |
| Individual clients | 74 |
| High-net-worth clients | 20 |
| Accounts managed | 231 |
| Employees | 2 |
| Planning clients | 0 |
| Registered with | The SEC (801-67170) |
| Financial planning | Offered |
| Form ADV filed | September 29, 2026 |
| SEC record | CRD 141440 |