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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-27-2018
- Office Locations
- 3
Office Locations
About Sound Financial, LLC
Sound Financial Group (Sound Financial, LLC) is a fee-based advisory firm providing financial coaching and planning for higher-income “ambitious adults” seeking clarity, aligned decision-making, and a long-term strategy. The team positions itself as advice- and philosophy-led rather than product-led, partnering with clients to design, adjust, and stay on course with their plan. Custody includes Charles Schwab and Betterment.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
PAUL L ADAMS
Chief Executive Officer, Founder
- CRD
- #3077936
- Ownership
- Less than 5%
CORY EDWIN SHEPHERD
Chief Compliance Officer, Financial Advisor, President
- CRD
- #5628922
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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MARANDA JEAN BLACKWELL
Senior Client Associate
- CRD
- #6628139
Lance Allen Chisum
--
- CRD
- #8152856
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $178,918,611 | $232,060 |
| Non-Discretionary | $31,903,179 | $2,126,879 |
| Total | $210,821,790 | $268,221 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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