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- Custodian
- Altruist ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-11-2021
- Office Locations
- 1
Office Locations
About Sonas Financial Planning
Sonas Financial Planning is an Atlanta-based flat-fee, fee-only fiduciary wealth manager serving pre-retirees and retirees nationwide through local and virtual meetings. The firm delivers advice-driven retirement planning and investment implementation with an emphasis on transparency, no commissions, and no account minimums, including tax-aware planning. Founded by Bradley Hilton (two decades in the industry); custody includes Schwab and Altruist.
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Owner & Executives
BRADLEY SMITH HILTON
ADVISOR, Chief Compliance Officer, FOUNDER, Investment Advisor
- CRD
- #5860008
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $23,645,613 | -- |
| Non-Discretionary | $4,917,600 | -- |
| Total | $28,563,213 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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