Sonmore Financial LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$86,700,000
Clients
91
27% high-net worth
Advisors
1
of 4 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
91
HighAverage account size
$952,747
About
Sonmore Financial LLC provides discretionary asset management and comprehensive financial planning to individuals—including high‑net‑worth clients—as well as trusts, estates, charitable organizations and business entities. The firm also offers retirement plan advisory services and may act in a limited ERISA 3(21) fiduciary capacity for qualified plans.
Portfolios are managed on a discretionary basis using a mix of in‑house decisions, third‑party model solutions (including SEI managed account models and custom portfolios), and recommended third‑party managers. Sonmore conducts at least quarterly reviews, may hire or terminate sub‑advisors, and uses a third‑party “held‑away” platform to review and rebalance defined contribution participant accounts without taking custody.
Distinctive features compared with many peers include the combination of ERISA 3(21) plan work, integration with the SEI platform and custom high‑net‑worth solutions, and a workflow for managing held‑away retirement participant accounts. The firm discloses referral arrangements and sub‑advisor relationships (and the associated conflicts they create) and includes ongoing financial planning within its asset management service, details prospective clients should consider when evaluating fit.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
General retirement planning
Retirement income strategy
Wealth management
Retirement plans for business owners (SEP, solo 401k)
Fee options
Financial planning fee fixed between $1,500 and $10,000
$0 - $500,000: 1.50% annually $500,000 - $1,000,000: 1.25% annually $1,000,000 - $3,000,000: 1.00% annually Over $3,000,000+: 0.80% annually
Account minimum: $750,000 (may be lowered or waived in certain instances) Minimum fee: $6,250 annual minimum fee for asset management and financial planning services Fee-only: Fixed fees for financial planning between $1,500 and $10,000 based on complexity and client situation
Main office location
Sonmore Financial LLC
1490 S. Price Rd., Ste. 116
Chandler AZ 85286, United States
Number of offices
1
Most active in
Sonmore Financial LLC has reported serving >5 clients in these states in the last 12 months.
Arizona · Nebraska · Texas
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:
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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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