Sona Wealth, Sona Wealth Management, Sona Wealth Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$14,033,588
Clients
22
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Clients per advisor
22
TypicalAverage account size
$637,890
About
Sona Financial (doing business as Sona Wealth and Sona Wealth Advisors) provides investment advisory and comprehensive financial planning to individuals, families, and business owners, and also offers small-business retirement plan consulting. Its services include discretionary portfolio management, ongoing wealth management with coordinated financial planning, one-time planning engagements, and hourly planning engagements.
The firm constructs portfolios using an evidence-based framework with a passive core guided by Modern Portfolio Theory, typically implemented with low-cost ETFs and limited use of active managers or individual securities; options strategies are used infrequently for specific client needs. Planning and portfolio implementation are tailored to each client through written investment policy statements and a proprietary planning framework, and the firm may manage certain held-away retirement accounts via third-party platforms.
Noteworthy distinctions include the availability of subscription advisory arrangements that provide ongoing financial planning without discretionary investment management — an offering that is uncommon among independent advisors. The firm also offers business-owner advisory and exit-planning services aligned with Exit Planning Institute principles, and it participates in paid third-party referral/promoter networks (e.g., Wealthramp) and an institutional custody platform; these relationships and potential conflicts are disclosed and described in the firm’s brochure.
Client services
Expertise
Occupation focus
Fee options
Retirement Clarity Review fees $1,500 to $4,000; Business valuation or value gap assessment $1,500 to $6,000; One-time financial planning $1,500 to $30,000
$0 - $500,000: 1.25% $500,001 - $3,000,000: 0.75% $3,000,001+: Negotiated
Hourly financial planning at $375 per hour with a 2-hour minimum engagement
Subscription advisory services fees range from $6,000 to $30,000 annually, billed monthly, quarterly, or annually; may be negotiable
Account minimum: $300,000-$500,000 (depending on complexity; may be waived or negotiated) Minimum fee: Minimum annual household advisory fee ranges from $6,000 to $40,000, may be satisfied through a combination of asset-based fees and fixed planning or strategic advisory fees Fee-only: One-time financial planning fees typically range from $1,500 to $30,000; Retirement Clarity Review flat fee $1,500 to $4,000; Business owner advisory and exit planning fees range from $1,500 to $30,000 (fixed or retainer basis); Retirement plan consulting fees from $750 to $15,000 depending on scope
Most active in
Minnesota
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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