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Sonas Financial Planning

Updated today

Client assets under management

$23,645,613

Clients

27

67% high-net worth

Advisors

1

of 1 employees

Firm type

Independent

1 advisor

Clients per advisor

27

Typical

Average account size

$875,763

About

Sonas Financial Planning provides investment management, comprehensive financial planning, and retirement plan consulting to individual investors and employer plan sponsors. Services include one-time financial reviews, ongoing planning engagements with investment management, and non‑discretionary advice for held‑away accounts.

The firm’s investment approach emphasizes modern portfolio theory and passive implementation, typically using index funds and ETFs to construct diversified asset allocations tailored to clients’ goals, tax considerations, and risk tolerance. Portfolios are managed on a discretionary basis when agreed, and planning services routinely address retirement distribution strategies, Social Security optimization, tax planning, and business or estate transition issues.

Compared with many peers, Sonas offers a range of engagement models beyond standard AUM billing — including flat‑fee, hourly, and project arrangements — and provides ERISA-level retirement plan services (including both advisory and investment manager roles) for plan sponsors. The advisory practice serves a small number of client relationships with a relatively large amount of assets per client and also produces online educational content as an ancillary activity.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Business sale tax planning Retirement income strategy Social Security optimization Cash flow / budgeting College savings (529s, UTMA, etc.)

Fee options

Fixed

One-Time Financial Review fee up to $8,000 (negotiable); Fixed fee financial planning $500 - $15,000 (negotiable)

Percentage

$0 - $1,000,000: 0.65% $1,000,001 - $2,000,000: 0.50% $2,000,001 - $3,000,000: 0.25% Above $3,000,000+: 0.15% $0 - $1,000,000: 0.90% $1,000,001 - $2,000,000: 0.65% $2,000,001 - $3,000,000: 0.50% Above $3,000,000+: 0.35% $0 - $3,000,000: 0.35% Above $3,000,000+: 0.25%

Project-based

$250 per hour for Financial Planning Hourly engagements

Subscriptions

Ongoing Financial Planning monthly flat fees ranging from $150 to $1,700

Other

Minimum fee: Minimum annual fee of $5,000 for Traditional Wealth Services Option 1 Fee-only: Ongoing Comprehensive Financial Planning + Investment Management fixed annual fees ranging from $3,600 to $45,000, billed quarterly; Ongoing Financial Planning flat fees $150 - $1,700 per month; One-Time Financial Review fixed fee up to $8,000, negotiable; Fixed fees $500 - $15,000 for project-based planning

Main office location

Sonas Financial Planning

4514 Chamblee Dunwoody Road, Suite 307

Atlanta GA 30338, United States

Number of offices

1

Most active in

Georgia

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

Bradley H

CFP®

Atlanta, GA

Sonas Financial Planning

I’ve spent two decades in an industry that doesn’t always make it easy to know who to trust. Hidden fees, half-answers, and vague promises aren’t good enough. That’s why everything we do is transparent—how we charge, how we plan, how we execute. You should never wonder what’s happening with your money. It shouldn’t feel so stuffy. It should be personal. It’s a collaboration. It’s sharing dreams and working together to find ways to see them come true. I started Sonas FP to help individuals and families like you understand how a healthy relationship with your money can lead to a lifetime of financial peace, wellness, and freedom. Sonas Financial Planning is owned and operated by Bradley Hilton, a CERTIFIED FINANCIAL PLANNER™, MBA, and Tax Planning Certified Professional® with over 16 years of experience as the sole financial advisor to more than 110 clients throughout the U.S., including dentists, small business owners, millionaires next door, and top executives at Fortune 500 companies. We’re constantly asking ourselves how we can do more and make a greater impact – and that is part of the reason Sonas Financial Planning was launched. Every good idea starts with a problem. Here was ours: Quality retirement planning and investment management can be expensive for clients under the traditional asset under management (AUM) fee structure. Also, many people fear working with a financial advisor because of either the high fees or the reputation that advisors earn commissions and will sell you products you don’t need. And finally, many wealth management firms do not emphasize financial planning or deliver data-driven financial roadmaps to guide clients. We take a people-centered approach. Our process begins with a free Zoom call so we can get to know one another and learn about your needs. There is no cost and no pressure to move forward. If we are not a good fit for each other, we will let you know upfront and try to recommend an alternative. If you are ready to worry less and live happily, schedule a free consultation by calling 404-545-5368 or email bradley@sonasfp.com.

General retirement planning Dentist Founder/Business Owner Baby Boomers (Born 1946-1964)
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