Trevor Harris
Sonas Financial Group · Kansas City, Missouri
Trevor Harris 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.
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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 · CRD 4938954 |
| Exams passed | Series 66 (2005) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.sonasfinancial.com |
| Profile |
How Trevor's firm compares
- Sonas Financial Group's average account is about $442,000, from its Form ADV (assets managed divided by 339 accounts).
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Questions about Trevor
Is Trevor Harris a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Trevor 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 Trevor charge for financial advice?
Trevor's firm, Sonas Financial Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Trevor Harris based?
Trevor Harris is based in Kansas City, Missouri.
What credentials does Trevor Harris hold?
Trevor Harris holds the CFP credential.
Is Trevor Harris registered with the SEC?
Yes. Trevor Harris is registered as an investment adviser representative in KS and MO (CRD 4938954), 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 Trevor Harris?
Through Trevor'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.
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