SONAS FINANCIAL GROUP, INC.

RIASEC RegisteredEst. 2024

Total AUM

$150M

Discretionary

$133M

89% of AUM

Avg account

$442K

Accounts

339

Employees

Advisory reps

Firm details

Headquarters: KANSAS CITY, Missouri
CRD number: 122547
Registered since: July 25, 2024
Website: sonasfinancial.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI72.37%
Individuals20.76%
Pension & Profit Sharing Plans6.88%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Sonas Financial Group, Inc. is an independent registered investment adviser that serves individual and family clients, offering financial planning and portfolio management tailored to individuals and small businesses. The firm operates under an individual owner structure and lists a fee mix that includes percentage-of-AUM billing as well as hourly and fixed-fee engagements. Discretionary management dominates the advisory mandate, and the firm is not positioned as an active ESG investor or pension consultant. Sonas registered with the SEC in 2024 and structures its portfolios around pooled public funds and mutual funds while supplementing those core holdings with a range of alternative and insurance products.