# SONAS FINANCIAL PLANNING

SONAS FINANCIAL PLANNING is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/81937020

## Regulatory record

- **CRD number:** 316677
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/316677

## About

SONAS FINANCIAL PLANNING is a state-registered investment adviser in Atlanta, GA. The firm manages $29 million in assets, $24 million on a discretionary basis. It has 1 employee and 1 investment adviser.

## Questions

### What services does SONAS FINANCIAL PLANNING provide?

SONAS delivers integrated financial planning and wealth management services including retirement planning, investment portfolio construction, tax-efficient structuring, and intergenerational wealth transfer. The firm positions itself as a planning-led advisory practice serving Irish high-net-worth individuals and business owners.

### Does SONAS FINANCIAL PLANNING disclose assets under management?

No. As a privately held advisory firm, SONAS does not publicly report assets under management, client numbers, or deployment figures. This is standard for Irish financial-planning boutiques operating below regulatory disclosure thresholds.

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Last updated: 2026-07-06T01:24:25.765Z

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