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- Custodian
- American Funds · Assetmark · Capital Group · Charles Schwab & Company · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-10-1996
- Office Locations
- 2
Office Locations
About Sound Financial Advisors, Inc.
Sound Financial Advisors, Inc. is a Washington-registered RIA providing financial and investment planning, including estate planning and insurance/life insurance guidance, for retail clients including entrepreneurs. Portfolios emphasize asset allocation using ETFs, index funds, and mutual funds with a risk-management focus. The firm is led by owner/CCO Susan Risner and supports custody on platforms such as Schwab and TD Ameritrade.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
SUSAN RISNER
Chief Compliance Officer, Financial Advisor, General Partner, Owner, President
- CRD
- #1617888
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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RYAN TEAGUE HURLEY
--
- CRD
- #4500907
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,763,434 | -- |
| Non-Discretionary | $4,002,316 | -- |
| Total | $24,765,750 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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