{
  "crd_number": 154752,
  "slug": "sound-money-management-inc-154752",
  "primary_business_name": "SOUND MONEY MANAGEMENT, INC.",
  "legal_name": "SOUND MONEY MANAGEMENT, INC.",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2010-08-11",
  "years_registered": 16,
  "period": "2026-10-01",
  "filing_date": "2025-10-08",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": null,
      "count": null,
      "description": "SOLICITOR OF TAMPS",
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "other"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 2,
  "states_registered": [
    "IL",
    "TX"
  ],
  "websites": [
    "https://facebook.com/Sound Money",
    "https://instagram.com/accounts/login/lyndapaul",
    "https://linkedin.com/in/lyndapaul",
    "https://lyndapaul.com",
    "https://soundmoneychicago.com",
    "https://soundmoneymiami.com",
    "https://soundmoneysanantonio.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/154752",
  "disclosure_items": [
    {
      "item": "11.E(2)",
      "question": "Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was involved in a violation of its rules, other than a minor rule violation under a plan the SEC approved?"
    },
    {
      "item": "11.E(4)",
      "question": "Has a self-regulatory organization or a commodities exchange ever disciplined the firm or an advisory affiliate by expelling or suspending it from membership, barring or suspending it from association with other members, or otherwise restricting its activities?"
    }
  ],
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/sound-money-management-inc-154752",
  "display_name": "Sound Money Management, Inc.",
  "summary": "Sound Money Management, Inc. is a state-registered investment advisory firm, registered since 2010, with no regulatory assets under management reported in its Form ADV filing dated October 8, 2025.",
  "citation": "AdvisorCensus. Sound Money Management, Inc. (CRD 154752): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "Hourly charges",
    "Fixed fees (other than subscription fees)",
    "Other"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Selection of other advisers (including private fund managers)",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Sound Money Management, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Sound Money Management, Inc. reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Is Sound Money Management, Inc. registered with the SEC or a state?",
      "a": "Sound Money Management, Inc. is a state-registered investment advisory firm, registered since 2010. Status as filed: APPROVED. CRD 154752."
    },
    {
      "q": "Does Sound Money Management, Inc. report any disciplinary disclosures?",
      "a": "Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.E(2) (self-regulatory organization's finding of a rule violation) and 11.E(4) (self-regulatory organization's expulsion, suspension, bar, or restriction). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/154752"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/sound-money-management-inc-154752.md",
  "clients": [
    {
      "type": "other",
      "label": "Other",
      "count": null,
      "fewer_than_5": true,
      "raum": null
    }
  ],
  "disclosure_line": "Reports 2 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/154752",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}