Firm
Sound Wealth LLC
Marlton, New Jersey
Fee-only
Sound Wealth LLC at a glance
- One of 217 fee-only firms based in New Jersey in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 3 employees and 44 individual clients, 10 of them high net worth.
- Its average account is about $137,000 (assets it manages divided by its 208 accounts).
Fee-only advisors in New Jersey · What fee-only advisors charge in New Jersey
Facts
| Based in | Marlton, New Jersey |
|---|---|
| Website | soundwealth.us |
| [email protected] | |
| Phone | (732) 276-4303 |
Sound Wealth LLC fees
Sound Wealth 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 | $29 million |
| Individual clients | 34 |
| High-net-worth clients | 10 |
| Accounts managed | 208 |
| Employees | 3 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | July 13, 2026 |
| SEC record | CRD 329237 |
Advisors at this firm (2)
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