# Sound Money Management, Inc.

> 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.

- CRD: 154752
- Filed as: SOUND MONEY MANAGEMENT, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: October 8, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/154752
- AdvisorCensus page: https://advisorcensus.com/firm/sound-money-management-inc-154752

## Quick answers

**How is Sound Money Management, Inc. compensated?**
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.

**Is Sound Money Management, Inc. registered with the SEC or a state?**
Sound Money Management, Inc. is a state-registered investment advisory firm, registered since 2010. Status as filed: APPROVED. CRD 154752.

**Does Sound Money Management, Inc. report any disciplinary disclosures?**
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

## From the Form ADV filing

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

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Other | Fewer than 5 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2010 (16 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL, TX
- Disclosures (Item 11): Reports 2 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.E(2): 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?
- 11.E(4): 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?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/154752

### Websites listed on Form ADV (Item 1.I)
- lyndapaul.com
- soundmoneychicago.com
- soundmoneymiami.com
- soundmoneysanantonio.com
- Facebook @Sound Money
- Instagram @accounts
- LinkedIn @lyndapaul

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sound Money Management, Inc. (CRD 154752): Form ADV filing data as of October 2026.