Sound Financial Management, Inc.

Sound Financial Management, Inc. (CRD# 122670) is a financial advisory firm headquartered in Raleigh, NC. They manage $48,986,700 in 168 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    49
    MILLION
  • Total Number of Accounts
    168
    ACCOUNTS
  • Average Account Value
    $291,588
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NC, TX

Financial Advisors at Sound Financial Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
William B. Sloan
CRD#: 2235344
8362 Six Forks Rd. Suite 202, Raleigh, NC 27615
86
Wealthminder
score

William Sloan (CRD# 2235344) is an Investment Advisor Representative working at Sound Financial Management, Inc. in Raleigh, NC and has over 24 years of experience in the finance industry. William Sloan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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