Sound Financial Planning, LLC
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| Name: | Sound Financial Planning, LLC |
| Jurisdiction: | Rhode Island |
| Entity type: | Domestic Limited Liability Company |
| Status: | Activ |
| Date of Organization in Rhode Island: | 14 Jan 2022 (4 years ago) |
| Identification Number: | 001734410 |
| ZIP code: | 02891 |
| City: | Westerly |
| County: | Washington County |
| Purpose: | FINANCIAL PLANNING AND ADVICE AND INVESTMENT MANAGEMENT AS WELL AS LIFE INSURANCE PLANNING AND SALES. |
| Principal Address: |
31 CRESTVIEW DRIVE UNIT 5, WESTERLY, RI, 02891, USA
|
| Mailing Address: |
31 CRESTVIEW DR UNIT 5 UNIT 5, WESTERLY, RI, 02891, USA
|
NAICS
523930 Investment AdviceThis industry comprises establishments primarily engaged in providing customized investment advice to clients on a fee basis, but do not have the authority to execute trades. Primary activities performed by establishments in this industry are providing financial planning advice and investment counseling to meet the goals and needs of specific clients. Learn more at the U.S. Census Bureau
| Name | Role | Address |
|---|---|---|
| NEIL S. ANTHES | Agent | 31 CRESTVIEW DR, WESTERLY, RI, 02891, USA |
| Number | Name | File Date |
|---|---|---|
| 202459247270 | Articles of Amendment | 2024-09-06 |
| 202455659680 | Annual Report | 2024-06-11 |
| 202450469950 | Statement of Change of Registered/Resident Agent | 2024-04-09 |
| 202449520420 | Revocation Notice For Failure to Maintain a Registered Office | 2024-03-27 |
| 202446861760 | Registered Office Not Maintained | 2024-01-19 |
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Date of last update: 17 Jul 2025
Sources: Rhode Island Department of State