{
  "crd_number": 316677,
  "slug": "sonas-financial-planning-atlanta-ga-316677",
  "primary_business_name": "SONAS FINANCIAL PLANNING",
  "legal_name": "SONAS FINANCIAL PLANNING, LLC",
  "dbas": [],
  "city": "Atlanta",
  "state": "GA",
  "country": "United States",
  "cbsa_code": "12060",
  "metro": {
    "cbsa_code": "12060",
    "common_name": "Atlanta",
    "msa_name": "Atlanta-Sandy Springs-Roswell, GA",
    "path": "/advisors/ga/atlanta"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2021-05-11",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-03-24",
  "carried_forward": false,
  "raum_total": 28563213.0,
  "raum_discretionary": 23645613.0,
  "raum_non_discretionary": 4917600.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 3134572.0,
      "count": 9
    },
    "pension_profit_sharing": {
      "raum": 4917600.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 20511041.0,
      "count": 18
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "GA"
  ],
  "websites": [
    "https://facebook.com/sonasfinancialplanning",
    "https://instagram.com/sonasfinancialplanning",
    "https://linkedin.com/company/81937020",
    "https://linkedin.com/company/sonas-financial-planning",
    "https://sonasfp.com",
    "https://youtube.com/@FinancialPlanning_for_Dentists",
    "https://youtube.com/@retire_happy",
    "https://youtube.com/channel/UCfYO3LnN41clBPN912oCLYQ",
    "https://youtube.com/channel/UCmCFxv3MZ3NjZoQIgBJeMnQ"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/316677",
  "city_as_filed": "ATLANTA",
  "url": "https://advisorcensus.com/firm/sonas-financial-planning-atlanta-ga-316677",
  "display_name": "Sonas Financial Planning",
  "summary": "Sonas Financial Planning is a state-registered investment advisory firm in Atlanta, GA, registered since 2021, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 24, 2026.",
  "citation": "AdvisorCensus. Sonas Financial Planning (CRD 316677): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is Sonas Financial Planning compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Sonas Financial Planning reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Sonas Financial Planning located?",
      "a": "Sonas Financial Planning's principal office is in Atlanta, GA, according to its Form ADV."
    },
    {
      "q": "Is Sonas Financial Planning registered with the SEC or a state?",
      "a": "Sonas Financial Planning is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 316677."
    },
    {
      "q": "How much does Sonas Financial Planning manage?",
      "a": "Sonas Financial Planning reports $28,563,213 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (83% discretionary)."
    },
    {
      "q": "What types of clients does Sonas Financial Planning serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (18); individuals (other than high net worth individuals) (9)."
    },
    {
      "q": "Does Sonas Financial Planning report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/316677"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/sonas-financial-planning-atlanta-ga-316677.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 9,
      "fewer_than_5": false,
      "raum": 3134572.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 18,
      "fewer_than_5": false,
      "raum": 20511041.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 4917600.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/316677",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}