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SONAS FINANCIAL PLANNING
SONAS FINANCIAL PLANNING, LLC
CRD 316677
4514 CHAMBLEE DUNWOODY ROAD, SUITE 307, ATLANTA, GA, 30338, United States
Phone
404-545-5368
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$28.6M
Discretionary AUM
$23.6M
Team
1 total employees; 1 advisory reps; 28 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 9 | $3.1M |
| High net worth individuals | 18 | $20.5M |
All web addresses on file
- https://www.facebook.com/sonasfinancialplanning
- https://www.instagram.com/sonasfinancialplanning/
- https://www.youtube.com/@retire_happy
- https://www.youtube.com/channel/UCfYO3LnN41clBPN912oCLYQ
- https://www.youtube.com/@FinancialPlanning_for_Dentists
- https://www.sonasfp.com/
- https://www.youtube.com/channel/UCmCFxv3MZ3NjZoQIgBJeMnQ
- https://www.linkedin.com/company/81937020/
- https://www.linkedin.com/company/sonas-financial-planning
Official SEC filing: View on IAPD