Daniel Sonnen
Lauterbach Financial Advisors · El Paso, Texas
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.
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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 | $700.3M across 1,038 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in TX · CRD 6105263 |
| Exams passed | Series 65 (2012) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.lfa-ia.com |
How Daniel's firm compares
- Lauterbach Financial Advisors's average account is about $675,000, from its Form ADV (assets managed divided by 1,038 accounts).
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Questions about Daniel
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in El Paso
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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