Top financial advisors in Mill Creek, WA
We’ve curated a list of the best financial advisors in Mill Creek, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$103,376,265
Number of advisors
6 advisors
| $103,376,265 | 6 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Mill Creek, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Mill Creek. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Sound Financial, LLC
Sound Financial, LLC is a Limited Liability Corporation established in March 2015 and registered as an investment adviser in April 2018. The firm's principal owners are Galt’s Refuge, LLC, and Cord an, LLC. Sound Financial, LLC offers various advisory services, including management via recommendation of other advisers, financial planning, speaking engagement services, and services limited to specific types of investments. The firm acts as a fiduciary when providing investment advice, ensuring to act in the best interests of clients. Clients have the option to impose restrictions based on their individualized investment needs and targets. Sound Financial, LLC implements investments through wrap fee programs sponsored by Betterment or AssetMark, where clients pay one stated fee covering management fees, transaction costs, and administrative fees. The firm has assets under management totaling $149,662,438 for discretionary amounts and $20,172,975 for non-discretionary amounts as of December 31, 2024. The fee schedule for management via recommendation of other advisers varies based on total assets, with fees being negotiable. Clients can receive financial planning services at different fee levels based on the complexity of their financial life. The firm's investment strategies include long-term trading designed to capture market rates of return and risk. Sound Financial, LLC does not accept performance-based fees or fees based on capital gains. The firm primarily serves individuals, high-net-worth individuals, and corporations/business entities, with no account minimum required. Clients have discretion over voting client securities, and the firm does not accept voting authority. The firm's representatives have educational backgrounds and business experiences relevant to their roles within the firm. Sound Financial, LLC maintains a code of ethics, ensuring compliance with professional standards and ethical requirements. Supervision is conducted by the Chief Compliance Officer to ensure adherence to regulations and firm policies.
$103,376,265 under management
6 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesSelection Of Other AdvisersEducational Seminars/workshops
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Mill Creek, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Mill Creek. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Your first meeting is free.