Matthew Benson
Sonmore Financial · Chandler, Arizona
Matthew Benson is a fee-only financial advisor at Sonmore Financial in Chandler, Arizona, who holds the CFP credential. Matthew focuses on retirement planning. Sonmore Financial reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Tech employees
Facts
| Firm | Sonmore Financial |
|---|---|
| Based in | Chandler, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $86.7M across 91 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AZ, TX · CRD 6296383 |
| Exams passed | Series 63 (2014) · Series 65 (2015) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.sonmorefinancial.com |
| Profile |
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Questions about Matthew
Is Matthew Benson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and Sonmore Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Matthew charge for financial advice?
Matthew's firm, Sonmore Financial, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Matthew Benson based?
Matthew Benson is based in Chandler, Arizona.
What does Matthew specialize in?
Matthew's specialties include retirement planning. Matthew works with retirees, pre-retirees and tech employees.
What credentials does Matthew Benson hold?
Matthew Benson holds the CFP credential.
Is Matthew Benson registered with the SEC?
Yes. Matthew Benson is registered as an investment adviser representative in AZ and TX (CRD 6296383), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sonmore Financial manage?
Sonmore Financial reports $86.7M across 91 accounts in assets under management.
How do I contact Matthew Benson?
Through Matthew's website, www.sonmorefinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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
- Sonmore Financial website : specialties, clients served, and fees, checked October 30, 2026
- 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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