Sonas Financial Planning

Overview

Sonas Financial Planning operates as an independent registered investment adviser organized as a limited liability company and serves individual and family clients. The firm’s core activities are comprehensive financial planning, discretionary portfolio management for individuals and small businesses, and some pension consulting. Its fee model combines a percentage-of-assets component with the option for hourly or fixed-fee engagements, reflecting a mix of ongoing advisory relationships and project-based work.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices