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SOUND FINANCIAL STRATEGIES GROUP, LLC

MADISON, MS · CRD 286261 · IAPD ↗ · 601-856-3825

$217.7MRegulatory AUM
4Advisory reps
7Employees
0Clients
1-10Planning clients
0Private funds
6States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
April 2025 — SOUND FINANCIAL STRATEGIES GROUP, LLC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
75
April 2025 — SOUND FINANCIAL STRATEGIES GROUP, LLC now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM
60
January 2025 — SOUND FINANCIAL STRATEGIES GROUP, LLC began participating in a wrap-fee program.
Firm began participating in a wrap-fee program (Item 5I(1)).
Portfolio / reporting / TAMPCompliance
45
May 2024 — SOUND FINANCIAL STRATEGIES GROUP, LLC moved its main office from FLOWOOD, MS to MADISON, MS.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
42
April 2024 — SOUND FINANCIAL STRATEGIES GROUP, LLC notice-filed in AZ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.