SUNDVOLD FINANCIAL

Overview

Sundvold Financial is an independent, owner-operated registered investment adviser that serves individual and family clients. The firm combines financial planning, portfolio management for individuals and small businesses, and pension consulting with insurance brokerage services. Its fee models include a percentage of assets under management, hourly fees and fixed-fee arrangements, which allows flexibility for both ongoing advisory relationships and project-based planning work. Investment activity favors pooled public funds—mutual funds and similar vehicles—for core exposure, while alternative allocations are accessed through third-party managers rather than being originated in-house. The firm does not position itself as a capital allocator and does not emphasize ESG integration as a primary investment driver. Most client relationships appear to be managed on a non-discretionary basis, meaning clients retain trading authority while the firm provides advice and portfolio design.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices