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- Custodian
- Charles Schwab & Company · SEI · Vanguard
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-17-2020
- Office Locations
- 1
Office Locations
About Sonmore Financial LLC
Sonmore Financial LLC is a Chandler, AZ RIA led by CFP professional Matthew Benson, focused on tax-smart retirement income and portfolio management for disciplined savers—especially engineers and technology professionals—approaching or in retirement. The firm emphasizes detailed analysis for tax minimization and supports stewardship and philanthropy planning, with client assets custodied at Charles Schwab.
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Owner & Executives
MATTHEW AARON BENSON
Certified Financial Planner, Chief Compliance Officer, Managing Member
- CRD
- #6296383
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $86,700,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $86,700,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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