Ryan Hurley is a registered investment advisor at Sound Financial Advisors, INC., based in Cle Elum, WA, with 23 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 59 clients with $18M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sound Financial Advisors provides investment advice through the AssetMark Platform. The maximum combined annual advisory fee charged to clients will not exceed 1.95%. The exact fee will be outlined in the advisory agreement. Fees are billed quarterly in advance and are negotiable.
Location
Cle Elum, WA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Ryan owns single-family real estate properties in Washington and Hawaii since 2021, which are not investment related. He is also the VP of Investor Services at Sound Capital Loans and a Manager of Private Credit Funds, dedicating full-time hours to fund administration, capital raising, and investor relations.
Employment History
Current Registrations
Sound Financial Advisors, INC.
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Fs Investment Solutions, LLCBroker
Allianz Life Financial Services, LLCBroker
Van Kampen Advisors INC
Van Kampen Funds INC.Broker
Manulife Financial Securities LLC
Manulife Financial Securities LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.