Fee-only adviser · Kansas City, MO
Sonas Financial Group, Inc.
Sonas Financial Group, Inc. is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Kansas City, Missouri. On its latest Form ADV, filed March 27, 2026, it reports $150M in regulatory assets under management, 105 individual clients and 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 122547 · SEC file 801-130755 |
| Office | 9229 Ward Parkway Suite 300 Kansas City, MO 64114 |
| Phone | (816) 753-2210 |
| Website | www.sonasfinancial.com |
| Regulatory assets under management | $150M ($133M discretionary) |
| Individual clients | 60 non-high-net-worth, 45 high-net-worth |
| Financial planning clients | 26-50 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management |
| Employees | 3 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 27, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Kansas City
- Atwood & Palmer, Inc. $2.0B
- Sarver Vrooman Wealth Advisors LLC $452M
- Nicholson Meyer Capital Management, Inc. $338M
- Sterneck Capital Management LLC $328M
- Ryan Poage & Co. $114M
- Greystone Capital Partners Group LLC $101M
See all 17 fee-only advisers in Kansas City →
Nearby
- Mission 4 firms
- Mission Woods 1 firm
- Prairie Village 2 firms
- Shawnee 3 firms
- Shawnee Mission 1 firm
- North Kansas City 4 firms
- Leawood 11 firms
- Overland Park 55 firms
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