Sound Planning And Investments, LLC

Sound Planning And Investments, LLC (CRD# 111892) is a financial advisory firm headquartered in Essex, CT. They manage $46,021,341 in 75 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    46
    MILLION
  • Total Number of Accounts
    75
    ACCOUNTS
  • Average Account Value
    $613,618
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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.

CA, CT

Financial Advisors at Sound Planning And Investments, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Frank J. Flores
CRD#: 1180556
Essex, CT
93
Wealthminder
score

Frank Flores (CRD# 1180556) is an Investment Advisor Representative working at Sound Planning And Investments, LLC in Essex, CT and has over 25 years of experience in the finance industry.

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