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Sonas Financial Planning, LLC

Atlanta, Georgia

Fee-only

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.

Specialties Flat-fee planning · Retirement planning · Tax planning · Estate & legacy planning

Works with Pre-retirees · Retirees

Fee-only advisors in Georgia · What fee-only advisors charge in Georgia

Facts

Based inAtlanta, Georgia
Websitesonasfp.com
Email[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 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 planningFrom $15,000 a year
One-time planFrom $8,000
How it chargesFlat 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 byPercentage of assets · Hourly · Fixed fees
Assets managed$29 million
Individual clients9
High-net-worth clients18
Accounts managed118
Employees1
Planning clients26-50
Financial planningOffered
Form ADV filedMarch 24, 2026
SEC recordCRD 316677

Advisors at this firm (1)

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