# Daniel Sonnen

> Daniel Sonnen is a fee-only financial advisor at Lauterbach Financial Advisors in El Paso, Texas, who holds the CFP and CFA credentials. Lauterbach Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/daniel-sonnen/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Lauterbach Financial Advisors
- **Based in:** El Paso, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $700.3M across 1,038 accounts
- **Credentials:** CFP, CFA
- **CRD:** 6105263 (https://adviserinfo.sec.gov/individual/summary/6105263)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 65 (2012)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** http://www.lfa-ia.com

## Frequently asked questions

### Is Daniel Sonnen a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Lauterbach Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Daniel charge for financial advice?

Daniel's firm, Lauterbach Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Daniel Sonnen based?

Daniel Sonnen is based in El Paso, Texas.

### What credentials does Daniel Sonnen hold?

Daniel Sonnen holds the CFP and CFA credentials.

### Is Daniel Sonnen registered with the SEC?

Yes. Daniel Sonnen is registered as an investment adviser representative in TX (CRD 6105263), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Lauterbach Financial Advisors manage?

Lauterbach Financial Advisors reports $700.3M across 1,038 accounts in assets under management.

### How do I contact Daniel Sonnen?

Through Daniel's website, www.lfa-ia.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6105263): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.
