Jon Sonnen
Lauterbach Financial Advisors · El Paso, Texas
Jon Sonnen is a fee-only financial advisor at Lauterbach Financial Advisors in El Paso, Texas, who holds the PFS credential. 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 | PFS |
| SEC registration | Investment adviser representative in TX · CRD 3061356 |
| Exams passed | Series 63 (1998) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.lfa-ia.com |
How Jon'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 Jon
Is Jon Sonnen a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jon 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 Jon charge for financial advice?
Jon's firm, Lauterbach Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jon Sonnen based?
Jon Sonnen is based in El Paso, Texas.
What credentials does Jon Sonnen hold?
Jon Sonnen holds the PFS credential.
Is Jon Sonnen registered with the SEC?
Yes. Jon Sonnen is registered as an investment adviser representative in TX (CRD 3061356), 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 Jon Sonnen?
Through Jon'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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