# Sound Financial Planning LLC

> Sound Financial Planning LLC is a state-registered investment advisory firm, registered since 2025, with no regulatory assets under management reported in its Form ADV filing dated February 23, 2026.

- CRD: 338895
- Filed as: SOUND FINANCIAL PLANNING LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Michigan
- Filing period: October 2026
- Form ADV filing dated: February 23, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/338895
- AdvisorCensus page: https://advisorcensus.com/firm/sound-financial-planning-llc-338895

## Quick answers

**How is Sound Financial Planning LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Sound Financial Planning LLC reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Sound Financial Planning LLC registered with the SEC or a state?**
Sound Financial Planning LLC is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 338895.

**Does Sound Financial Planning LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/338895

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Advisory services (Item 5.G)
- Financial planning services

### Firm details
- Registered since: 2025 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- soundfinancialplanning.org
- Instagram @pmccaffrey4
- LinkedIn @peter-mccaffrey-7a5373393

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sound Financial Planning LLC (CRD 338895): Form ADV filing data as of October 2026.