# Sound Financial Solutions, Inc.

> Sound Financial Solutions, Inc. is a state-registered investment advisory firm in Bloomington, IL, registered since 2018, with no regulatory assets under management reported in its Form ADV filing dated March 10, 2026.

- CRD: 292256
- Filed as: SOUND FINANCIAL SOLUTIONS, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Bloomington, IL
- Filing period: October 2026
- Form ADV filing dated: March 10, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/292256
- AdvisorCensus page: https://advisorcensus.com/firm/sound-financial-solutions-inc-bloomington-il-292256

## Quick answers

**How is Sound Financial Solutions, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Sound Financial Solutions, Inc. 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.

**Where is Sound Financial Solutions, Inc. located?**
Sound Financial Solutions, Inc.'s principal office is in Bloomington, IL, according to its Form ADV.

**Is Sound Financial Solutions, Inc. registered with the SEC or a state?**
Sound Financial Solutions, Inc. is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 292256.

**What types of clients does Sound Financial Solutions, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (4); high net worth individuals (2).

**Does Sound Financial Solutions, Inc. 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/292256

## From the Form ADV filing

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

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 4 | $0 |
| High net worth individuals | 2 | $0 |

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

### Firm details
- Registered since: 2018 (8 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- mysoundplan.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sound Financial Solutions, Inc. (CRD 292256): Form ADV filing data as of October 2026.