Sound View Wealth Advisors Group, LLC
Savannah, GA·SEC-registered · CRD #300927
Sound View Wealth Advisors Group, LLC is an SEC-registered investment advisory firm in Savannah, GA managing $2.3B across 3.5k client accounts, with 11 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$2.3B
Client accounts
3.5k
Advisory staff
11
Fee model
Fee-based
How Sound View Wealth Advisors Group, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Sound View Wealth Advisors Group, LLC
How much does Sound View Wealth Advisors Group, LLC manage?
Per its most recent SEC Form ADV filing (03/29/2026), Sound View Wealth Advisors Group, LLC reports $2.3B in regulatory assets under management across roughly 3.5k client accounts.
How does Sound View Wealth Advisors Group, LLC charge?
Sound View Wealth Advisors Group, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Sound View Wealth Advisors Group, LLC a fiduciary?
Yes. Sound View Wealth Advisors Group, LLC is registered with the U.S. Securities and Exchange Commission (CRD #300927), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Sound View Wealth Advisors Group, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Sound View Wealth Advisors Group, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Savannah, GA
Profile compiled from Sound View Wealth Advisors Group, LLC's public SEC Form ADV filing (CRD #300927, filed 03/29/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Sound View Wealth Advisors Group, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Sound View Wealth Advisors Group, LLC? Claim this profile.