James Meysenburg
Sonas Financial Group · Kansas City, Missouri
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.
Request an introduction to James →
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 | $149.8M across 339 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in KS, MO, TX · CRD 2766806 |
| Exams passed | Series 65 (1998) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.sonasfinancial.com |
How James's firm compares
- Sonas Financial Group's average account is about $442,000, from its Form ADV (assets managed divided by 339 accounts).
Request an introduction to James
Tell James a little about what you're looking for. James isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about James
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Kansas City
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.
See something wrong? Request a correction. Read our methodology.