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The fee is billed in advance or in arrears and is negotiable.","source":"SOUND VIEW WEALTH ADVISORS GROUP ADV PART 2A, filed 29 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Sound View Wealth Advisors Group use?","answer":"Sound View Wealth Advisors Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $1.97B and Fidelity Brokerage Services LLC (Smithfield, RI), with $286M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 29 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Sound View Wealth Advisors Group have?","answer":"Sound View Wealth Advisors Group has 11 investment adviser representatives registered with state securities authorities, out of 19 employees, and 11 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 1 employee is a licensed insurance agent.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Sound View Wealth Advisors Group invest in?","answer":"At the end of its last fiscal year, Sound View Wealth Advisors Group’s separately managed accounts held 68% exchange-traded equities, 14% registered funds (mutual funds, ETFs, BDCs), 8% cash and equivalents, 4% state and local bonds, 2% U.S. government and agency bonds, 2% investment grade corporate bonds, 1% non-exchange-traded equities and 1% pooled vehicles (private funds and similar).","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Sound View Wealth Advisors Group?","answer":"Sound View Wealth Advisors Group is owned through a chain of holding companies by Ferdinand FFP Intermediate Holdings, LLC and Clayton, Dubilier & Rice Fund Xii, L.P. Its direct owner is Focus Operating, LLC (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 29 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Sound View Wealth Advisors Group get paid?","answer":"Sound View Wealth Advisors Group is paid through a percentage of assets under management, hourly charges, fixed fees and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Sound View Wealth Advisors Group registered with the SEC?","answer":"Yes, Sound View Wealth Advisors Group has been registered with the SEC as an investment adviser since 26 March 2019. 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