# Sound Financial Solutions LLC

> Sound Financial Solutions LLC is a state-registered investment advisory firm in Melbourne, FL, registered since 2013, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 9, 2026.

- CRD: 168588
- Filed as: SOUND FINANCIAL SOLUTIONS LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Melbourne, FL
- Filing period: October 2026
- Form ADV filing dated: March 9, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/168588
- AdvisorCensus page: https://advisorcensus.com/firm/sound-financial-solutions-llc-melbourne-fl-168588

## Quick answers

**How is Sound Financial Solutions LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Sound Financial Solutions LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Sound Financial Solutions LLC located?**
Sound Financial Solutions LLC's principal office is in Melbourne, FL, according to its Form ADV.

**Is Sound Financial Solutions LLC registered with the SEC or a state?**
Sound Financial Solutions LLC is a state-registered investment advisory firm, registered since 2013. Status as filed: APPROVED. CRD 168588.

**How much does Sound Financial Solutions LLC manage?**
Sound Financial Solutions LLC reports $18,363,945 in regulatory assets under management in its Form ADV filing dated March 9, 2026 (99% discretionary).

**What types of clients does Sound Financial Solutions LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (82); high net worth individuals (5); corporations or other businesses not listed above (2).

**Does Sound Financial Solutions 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/168588

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $18,363,945
- Discretionary: $18,258,287
- Non-discretionary: $105,658

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 82 | $10,197,539 |
| High net worth individuals | 5 | $7,702,139 |
| Corporations or other businesses not listed above | 2 | $464,267 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services

### Firm details
- Registered since: 2013 (12 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [soundfinancialsolutions.net](https://soundfinancialsolutions.net)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sound Financial Solutions LLC (CRD 168588): Form ADV filing data as of October 2026.