Sound View Financial Advisors, LLC
Newton Center, Massachusetts
Sound View Financial Advisors, LLC at a glance
- One of 352 fee-only firms based in Massachusetts in the Wellspent graph.
- 3 advisors are listed here; all hold the CFP.
- Its Form ADV reports 4 employees and 107 individual clients, 14 of them high net worth.
- Its average account is about $262,000 (assets it manages divided by its 191 accounts).
Fee-only advisors in Massachusetts · What fee-only advisors charge in Massachusetts
Facts
| Based in | Newton Center, Massachusetts |
|---|---|
| Website | soundviewfinancialadvisors.com |
| [email protected] | |
| Phone | (860) 830-4657 |
Questions about Sound View Financial Advisors, LLC
How is Sound View Financial Advisors, LLC paid?
Sound View Financial Advisors, LLC's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Sound View Financial Advisors, LLC have in the Wellspent public graph?
The Wellspent public graph lists 3 advisors at Sound View Financial Advisors, LLC, and 3 hold the CFP.
What is the average account at Sound View Financial Advisors, LLC?
Sound View Financial Advisors, LLC's average account is about $262,000. That's the assets on its Form ADV divided by its 191 accounts.
What does Sound View Financial Advisors, LLC specialize in?
Sound View Financial Advisors, LLC's advisors and website list retirement planning, estate & legacy planning and tax planning.
Sound View Financial Advisors, LLC fees
Sound View Financial Advisors, LLC 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 · Fixed fees |
|---|---|
| Assets managed | $50 million |
| Individual clients | 93 |
| High-net-worth clients | 14 |
| Accounts managed | 191 |
| Employees | 4 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | March 9, 2026 |
| SEC record | CRD 154732 |
Advisors at this firm (3)
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