SONAS FINANCIAL PLANNING

SONAS FINANCIAL PLANNING of ATLANTA, GA is an SEC-registered investment adviser (CRD 316677). Regulatory assets under management: $28.6M.

Registration

• CRD: 316677
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 316677 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search