Rochelle Moore is a CFP-designated registered investment advisor at Sound Financial Solutions, INC., based in Clinton, IL, with 7 years of industry experience. Rochelle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more.
Compensation
Firm Size
IM Fee
Fee Structure
Sound Financial Solutions offers financial planning and consulting services for a fixed fee or hourly rate:
- Financial planning services (investment, education, retirement, and estate planning): $1,500 to $20,000 annually, depending on complexity.
- Consulting services (investments, education funding, account re-balancing, asset allocation, debt management, tax planning, credit reports, childcare, insurance, risk assessment, and budgeting): $250 per hour.
Location
116 Warner Court, Clinton, IL, 61727
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Rochelle is the owner and president of Save Moore Tax & Accounting Services, Inc., a CPA firm providing accounting, payroll, representation, and tax preparation/planning/consulting services since 2002. This non-investment related activity takes nearly full-time.
Employment History
Current Registrations
Sound Financial Solutions, INC.
State Registrations1 state
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