# James Meysenburg

> James Meysenburg is a fee-only financial advisor at Sonas Financial Group in Kansas City, Missouri, who holds the CFP credential. Sonas Financial Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Sonas Financial Group
- **Based in:** Kansas City, Missouri
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $149.8M across 339 accounts
- **Credentials:** CFP
- **CRD:** 2766806 (https://adviserinfo.sec.gov/individual/summary/2766806)
- **SEC registration:** Investment adviser representative in KS, MO, TX
- **Exams passed:** Series 65 (1998)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://www.sonasfinancial.com

## Frequently asked questions

### Is James Meysenburg a fee-only financial advisor?

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

### How does James charge for financial advice?

James's firm, Sonas Financial Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is James Meysenburg based?

James Meysenburg is based in Kansas City, Missouri.

### What credentials does James Meysenburg hold?

James Meysenburg holds the CFP credential.

### Is James Meysenburg registered with the SEC?

Yes. James Meysenburg is registered as an investment adviser representative in KS, MO and TX (CRD 2766806), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Sonas Financial Group manage?

Sonas Financial Group reports $149.8M across 339 accounts in assets under management.

### How do I contact James Meysenburg?

Through James's website, www.sonasfinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2766806): 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.