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Sound Financial Planning, LLC

Company Details

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 (3 years ago)
Identification Number: 001734410
ZIP code: 02891
County: Washington County
Purpose: FINANCIAL PLANNING AND ADVICE AND INVESTMENT MANAGEMENT AS WELL AS LIFE INSURANCE PLANNING AND SALES.
Principal Address: Google Maps Logo 31 CRESTVIEW DRIVE UNIT 5, WESTERLY, RI, 02891, USA
Mailing Address: Google Maps Logo 31 CRESTVIEW DR UNIT 5 UNIT 5, WESTERLY, RI, 02891, USA

Industry & Business Activity

NAICS

523930 Investment Advice

This 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

Agent

Name Role Address
NEIL S. ANTHES Agent 31 CRESTVIEW DR, WESTERLY, RI, 02891, USA

Form 5500 Series

Employer Identification Number (EIN):
874431119
Plan Year:
2023
Number Of Participants:
1
Sponsors Telephone Number:

Filings

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

Date of last update: 14 May 2025

Sources: Rhode Island Department of State