Soundmark Wealth Management, LLC

Retirement Planning Firm in Kirkland, WA

Firm Info
Address: 11400 98th Ave NE # 301, Kirkland, WA 98033, USA
Phone: (425) 820-1769

Firm Size
Assets Under Management: $411.9 million
# of Advisors: 5
# of Clients: 854
Client to Advisor Ratio: 171:1
Average Account Size: $482,365
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Publication of Periodicals or Newsletters
  • Educational Seminars & Workshops

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth


Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Fixed Fees (Other than subscription)

Get Connected with a Financial Advisor

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Soundmark Wealth Management, LLC Overview

Soundmark Wealth Management, LLC, is a fee-only registered investment advisory firm that has been in business since 2008. The firm is headquartered in Kirkland, WA, and specializes in investment advice only. Soundmark Wealth Management provides financial planning services, as well as portfolio management for individuals and small businesses. The firm also offers portfolio management solutions for businesses and institutional clients. In addition to its portfolio management and financial planning services, Soundmark Wealth Management also publishes periodicals and newsletters that provide valuable insights into the ever-evolving financial landscape. The firm prides itself on its knowledgeable and experienced team that has the expertise necessary to stay ahead of market trends and deliver customized solutions for its clients. Soundmark Wealth Management is committed to educating its clients and the wider public, and as such, it conducts educational seminars and workshops on a regular basis. These events offer attendees the chance to learn about various aspects of the markets and investments, as well as provide them with the tools they need to make informed financial decisions. Overall, Soundmark Wealth Management is a trusted advisor that delivers personalized solutions to help clients achieve their financial goals.

SOUNDMARK WEALTH MANAGEMENT, LLC is a financial advisory firm that offers a range of services to different types of clients. From individuals who are just starting their financial journey to high net worth individuals who have complex investment portfolios, this firm has the expertise to cater to all. They also serve pension or profit sharing plans, charitable organizations, and other corporate types not listed. The firm understands the unique financial needs of each client and offers customized solutions to achieve their financial goals. When it comes to fee structures, SOUNDMARK WEALTH MANAGEMENT, LLC offers a flexible fee system depending on the services provided. For clients who require portfolio management, they charge a percentage of assets under management (AUM), which is a common pricing model within the industry. This typically ranges from 0.5% to 2% based on the investment size. For other services such as financial planning or investment consulting, fixed fees are charged based on the complexity of the work involved. This transparent pricing model ensures that clients are aware of the fees they are paying for each service provided, and there are no hidden motives or charges. Overall, SOUNDMARK WEALTH MANAGEMENT, LLC offers a fair and balanced fee structure to its clients, providing peace of mind and confidence when investing in their financial future.

Typical Clients, Fee Structures & Investment Minimum

According to the Part 2 Brochure of Soundmark Wealth Management, LLC, the firm does not mention any specific investment minimum.

How This Office Can Help Kirkland, WA Residents

Soundmark Wealth Management, LLC is dedicated to helping clients in Kirkland, WA with their finances. The company offers comprehensive financial planning services that help clients plan for retirement, manage their investments, and achieve their financial goals. With years of experience, Soundmark Wealth Management has the expertise to help individuals navigate the complex and ever-changing financial landscape. Kirkland, WA residents face a variety of financial challenges, from saving for retirement to navigating taxes and managing debt. Soundmark Wealth Management, LLC helps clients identify their unique financial goals and challenges, and develop customized plans to address them. The company has experience working with a range of clients, from young professionals just starting out to retirees looking to safeguard their wealth and enjoy their golden years. Whether clients need help with investment management, retirement planning, estate planning, or tax management, Soundmark Wealth Management can help them achieve their financial objectives and secure their financial future.

To view the Minimum Investment and Fee Schedule for Soundmark Wealth Management, LLC, visit their Part 2 Brochure.

Services Offered by Soundmark Wealth Management, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Soundmark Wealth Management, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Fixed Fees (Other than subscription)
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 11400 98th Ave NE # 301, Kirkland, WA 98033, USA
Phone (425) 820-1769
Directions
Google My Business Reviews:
5 Stars

Other Office Locations

This firm has no other locations.

State Registrations

Soundmark Wealth Management, LLC is registered to service clients in the following states:

  • Arizona
  • California
  • Florida
  • New York
  • Oregon
  • Texas
  • Utah
  • Washington

Disciplinary History

Soundmark Wealth Management, LLC does not have any disclosures. Please visit it's Form ADV for more details.