# SONAS FINANCIAL PLANNING

SONAS FINANCIAL PLANNING of ATLANTA, GA is an SEC-registered investment adviser.

## Registration

- CRD: 316677
- Type: SEC-registered investment adviser
- Location: 4514 CHAMBLEE DUNWOODY ROAD, ATLANTA, GA, 30338
- Phone: 404-545-5368
- Latest filing: 2026-03-24
- Regulatory AUM: $28.6M
- Discretionary AUM: $23.6M
- Non-discretionary AUM: $4.9M
- Clients: 1
- Accounts: 118

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/316677/brochure
- Similar advisers: https://search.stillhousedata.com/firm/316677/similar
- Related entities: https://search.stillhousedata.com/firm/316677/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/316677

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.