Sonas Financial Planning, LLC at a glance
- One of 307 fee-only firms based in Georgia in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 27 individual clients, 18 of them high net worth.
- Its average account is about $242,000 (assets it manages divided by its 118 accounts).
- Its ongoing planning fee starts at $15,000 a year, above the Georgia median of $5,000.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Georgia · What fee-only advisors charge in Georgia
Facts
| Based in | Atlanta, Georgia |
|---|---|
| Website | sonasfp.com |
| [email protected] | |
| Phone | (404) 545-5368 |
Questions about Sonas Financial Planning, LLC
How much does Sonas Financial Planning, LLC charge?
Sonas Financial Planning, LLC publishes these prices: ongoing planning: from $15,000 a year; one-time plan: from $8,000. We found this on its website, checked October 28, 2026.
How is Sonas Financial Planning, LLC paid?
Sonas Financial Planning, LLC's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Sonas Financial Planning, LLC have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Sonas Financial Planning, LLC.
What is the average account at Sonas Financial Planning, LLC?
Sonas Financial Planning, LLC's average account is about $242,000. That's the assets on its Form ADV divided by its 118 accounts.
What does Sonas Financial Planning, LLC specialize in?
Sonas Financial Planning, LLC's advisors and website list flat-fee planning, retirement planning, tax planning and estate & legacy planning.
Is Sonas Financial Planning, LLC accepting new clients?
Yes, according to Sonas Financial Planning, LLC's website, checked October 28, 2026.
Does Sonas Financial Planning, LLC work with clients virtually?
Yes. Sonas Financial Planning, LLC's website says it works with clients virtually.
Sonas Financial Planning, LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $15,000 a year |
|---|---|
| One-time plan | From $8,000 |
| How it charges | Flat fee · Ongoing planning fee · One-time plans or projects |
In the firm's words
"Full Service Wealth Management $15,000 *$3,750 Billed Quarterly" source
"Financial Review $8,000 *50% Due Upfront" source
"We charge a flat annual fee that is NOT a percentage of the size of your investable assets." source
"Full Service Wealth Management $15,000 *$3,750 Billed Quarterly" source
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 | $29 million |
| Individual clients | 9 |
| High-net-worth clients | 18 |
| Accounts managed | 118 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | March 24, 2026 |
| SEC record | CRD 316677 |