Sonas Financial Group, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200⁠-⁠$250/hr

“Services are offered based on an hourly fee of $250 per hour for James D. 7 Meysenburg and $200 per hour for Trevor K Harris.”

Flat or project fee

$5,000

“Services are offered based on a fixed fee to never exceed $5,000 depending on the complexity of the engagement.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Sonas Financial Group, Inc. bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees are billed quarterly in advance based on the amount of assets managed as of the close of business on the last business day of the previous billing period.”
• “Clients may elect to be billed directly or have fees deducted from Plan Assets.”
• “Fees are generally invoiced directly to the Client but may also be deducted from another account held with Sonas.”

How Sonas Financial Group, Inc.’s fees compare

• Its hourly rate of $200-$250 is below the Missouri median of $250. 36% of the 88 other Missouri planners that publish an hourly rate charge less.
• 6 of the 13 other planners in Kansas City that publish an hourly rate charge less.
• Its flat or project fee of $5,000 is above the Missouri median of $3,550. 57% of the 77 other Missouri planners that publish a flat or project fee charge less.
• 7 of the 12 other planners in Kansas City that publish a flat or project fee charge less.

About Sonas Financial Group, Inc.

• Firm size: 3 employees.
• Credentials named in the brochure: CFP® and CPA.
• Registered as an adviser: 2024 (2 years).

Planning areas mentioned in the brochure

• Estate planning
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

105

Employees

3

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and other services

Assets managed

$149,757,149

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

122547

Website

sonasfinancial.com (opens in new tab)

Phone

(816) 753-2210

Can advise clients in 3 states: Kansas, Missouri, Texas

Other planners in Kansas City that publish fees

• Bluevine AdviceKansas City$500, $25⁠-⁠$1,000/mo
• Buttonwood Financial Group, LLCKansas City$300⁠-⁠$600/hr, $300⁠-⁠$30,000/qtr
• Chase Wealth ManagementKansas City$1,000⁠-⁠$10,000
• Cobb Wealth Management, LLCKansas City$200/hr
• Craft & Sage WealthKansas City$500/hr, $5,000
• Divvi Wealth ManagementKansas City$250/hr

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