SONAS FINANCIAL PLANNING

Overview

Sonas Financial Planning is a small, independent registered investment adviser that focuses on financial planning and portfolio management for individuals and families. The firm operates on a fee model that includes a percentage of assets under management as well as hourly and fixed-fee engagements, which aligns with a hybrid planning-and-portfolio approach. Advisory services listed emphasize financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm does not identify as an active ESG investor and is structured as an owner-operated limited liability company. Investment activity is equity‑centric: the firm shows a clear preference for exchange‑traded equities as the primary vehicle for client portfolios. That orientation suggests a core strategy built around liquid, publicly traded equities—likely a mix of ETFs and individual stocks—implemented for both discretionary and non‑discretionary clients. Given the client base and fee structure, planning is likely integrated with portfolio construction and tax-aware trading at the account level.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices