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Sound Financial Management, Inc.

Headquartered in RALEIGH, NC

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Firm Information

Sound Financial Management, Inc. is a registered investment advisor based in [Location not available]. The firm manages approximately $110.7 million in assets for 420 clients. They offer financial planning and portfolio management services for individuals and high-net-worth individuals. The firm has 2 investment advisor representatives.

Sound Financial Management, Inc.

$110.70M

Assets Under Management

5

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

SOUND FINANCIAL MANAGEMENT, INC. has a total of 1 branch locations across the country.
location

RALEIGH, NC

Advisors at Sound Financial Management, Inc.

View All 2 Advisors
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William Brown Sloan

CFP®, RA

RALEIGH, NC

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William Alex Sloan

CFP®, RA

RALEIGH, NC

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Disclosures

There are no public disclosures for Sound Financial Management, Inc..

Frequently Asked Questions (6)

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