Firm
Sonas Financial Group
Kansas City, Missouri
Fee-only
Sonas Financial Group at a glance
- One of 136 fee-only firms based in Missouri in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 3 employees and 105 individual clients, 45 of them high net worth.
- Its average account is about $442,000 (assets it manages divided by its 339 accounts).
Fee-only advisors in Missouri · What fee-only advisors charge in Missouri
Facts
| Based in | Kansas City, Missouri |
|---|---|
| Website | sonasfinancial.com |
| Phone | (816) 753-2210 |
Sonas Financial Group fees
Sonas Financial Group doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $150 million |
| Individual clients | 60 |
| High-net-worth clients | 45 |
| Accounts managed | 339 |
| Employees | 3 |
| Planning clients | 26-50 |
| Registered with | The SEC (801-130755) |
| Financial planning | Offered |
| Form ADV filed | March 27, 2026 |
| SEC record | CRD 122547 |