Fee-only adviser · Bellevue, WA
Sound Legacy Wealth Advisors, LLC
Sound Legacy Wealth Advisors, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with a mailing address in Bellevue, Washington (its office is a private residence, so the street address is not published). On its latest Form ADV, filed April 16, 2026, it reports $102M in regulatory assets under management, 41 individual clients and 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 306332 · SEC file 801-135509 |
| Office | Bellevue, WA (mailing address; office not published) |
| Phone | (425) 800-6862 |
| Website | soundlegacy.com |
| Regulatory assets under management | $102M |
| Individual clients | 21 non-high-net-worth, 20 high-net-worth |
| Financial planning clients | 26-50 |
| How it charges | Percentage of assets |
| Services | Financial planning, Portfolio management |
| Employees | 2 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | April 16, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Bellevue
- Asset One Wealth Management, LLC $983M
- Threadline Wealth $5.8B
- Evergreen Capital Management LLC $7.2B
- Paul R. Ried Financial Group, LLC $1.3B
- Marsjewett Financial Group $901M
- Intirety, LLC $100M
See all 40 fee-only advisers in Bellevue →
Nearby
- Mercer Island 4 firms
- Kirkland 12 firms
- Redmond 7 firms
- Seattle 73 firms
- Kenmore 1 firm
- Lake Forest Park 1 firm
- Shoreline 1 firm
- Woodinville 1 firm
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