Sound Financial Planning, Inc (SFP) is a fee-only wealth management firm providing financial planning and investment management services. Because we act as fiduciaries, we do not accept commissions or incentives. As a client, you receive open and objective advice targeted to your unique situation. A summary of our fees is in the chart below. For a full schedule of SFP fees, please see our ADV, Item 5 - Fees and Compensation, starting on page 4 of the disclosure document for more detailed information.
ADV, Item 5 - Fees and Compensation
*Our annual retainer fees range from 0.30% to 0.65% of investment assets. There is also an annual planning fee.