Our goal is to build lasting, long-term relationships with our clients.
We don’t want to be in the way of your financial success. We want to be part of it.
One size does not fit all. We have specifically designed the pricing of our fees to be flexible and accommodating for our clients.
-
Initial Conversation | FREE
It all begins with a conversation. Let’s talk about what drives you. What your passions are. What keeps you up at night. Who and what you want to protect.
-
Wealth Management | .9%/yr. or less
Minimum Fee: $6,000 per year ($1,500/qtr.)
What’s included. Everywhere money touches your life. Detailed, ongoing investment analysis , Net Worth Analysis, Goal Setting, Cash Flow Management, Tax Strategies, Employer Benefit Plan Review, Retirement Income Analysis, Risk Management, College Funding, Estate, Charitable, & Gifting Strategies, and on.
Get peace of mind that all of your financial needs are well taken care of.
-
Financial Planning | ($500 - $1,700/mo.)
If you don’t meet the minimums for comprehensive wealth management, no problem. Our financial planning fee structure takes into account the complexity of clients' needs, with an annual fee ranging from $6,000 to $20,400 based on the anticipated time and expertise required. We know… that’s a big range. An example of our base financial planning fee grouping is outlined below.
-
Investment Management | .35%/yr.
Providing an investment strategy is part of the financial planning fee. We only charge if you want Sonas to manage your investments. We set this fee low, intentionally, to keep the focus of the relationship on your planning and your goals. This additional fee is for any professional management of your investments.
Financial Planning Fee Examples (monthly)
*Determined by the complexity and level of planning services you require.
-
Early Career
Annual Fee: $6,000 - $7,200
Paid monthly = $500 - $600
Paid quarterly = $1,500 - $1,800
-
Mid-stage Career
Annual Fee: $7,200 - $9,600
Paid monthly = $600 - $800
Paid quarterly = $1,800 - $2,400
-
Late-stage Career
Annual Fee: $9,600 - $12,000
Paid monthly = $800 - $1,000
Paid quarterly = $2,400 - $3,000
-
Pre-retiree / Retiree
Annual Fee = $12,000 - $20,400
Paid monthly = $1,000 - $1,700
Paid quarterly = $3,000 - $5,100
Hourly Financial Planning
We also provide hourly services in the following situations: declining health, incapacitation or death of a spouse, terminal illness and for those managing (or soon will be) the finances for another person (ex. adult children managing the finances for a parent or parents).
Our hourly fee starts at $250/hr.
