# Sound View Financial Advisors

> Sound View Financial Advisors is a state-registered investment advisory firm in Walpole, MA, registered since 2010, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 9, 2026.

- CRD: 154732
- Filed as: SOUND VIEW FINANCIAL ADVISORS
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Walpole, MA
- Filing period: October 2026
- Form ADV filing dated: March 9, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/154732
- AdvisorCensus page: https://advisorcensus.com/firm/sound-view-financial-advisors-walpole-ma-154732

## Quick answers

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

**Where is Sound View Financial Advisors located?**
Sound View Financial Advisors' principal office is in Walpole, MA, according to its Form ADV.

**Is Sound View Financial Advisors registered with the SEC or a state?**
Sound View Financial Advisors is a state-registered investment advisory firm, registered since 2010. Status as filed: APPROVED. CRD 154732.

**How much does Sound View Financial Advisors manage?**
Sound View Financial Advisors reports $50,093,531 in regulatory assets under management in its Form ADV filing dated March 9, 2026 (100% discretionary).

**What types of clients does Sound View Financial Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (93); high net worth individuals (14).

**Does Sound View Financial Advisors 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/154732

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $50,093,531
- Discretionary: $50,093,531
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 93 | $25,294,878 |
| High net worth individuals | 14 | $24,798,653 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2010 (16 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- mistylynch.com
- soundviewfin.com
- soundviewfinancialadvisors.com
- Facebook @mistylynchcfp
- Facebook @soundviewfinancialadvisors
- Instagram @mistylynchcfp
- LinkedIn @sound-view-financial-advisors-llc
- LinkedIn @mistylynch
- X @mistylynchcfp
- YouTube @UCiEwA8Sd8w-Ej6hc-dBe27g

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sound View Financial Advisors (CRD 154732): Form ADV filing data as of October 2026.