Sonas Financial Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • 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
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
27
TypicalAverage 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
One-Time Financial Review fee up to $8,000 (negotiable); Fixed fee financial planning $500 - $15,000 (negotiable)
$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%
$250 per hour for Financial Planning Hourly engagements
Ongoing Financial Planning monthly flat fees ranging from $150 to $1,700
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
Sonas Financial Planning has reported serving >5 clients in these states in the last 12 months.
Georgia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
LinkedIn
Facebook
Instagram
YouTube
Website
404-545-5368
Advisors at this firm
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")