Sonmore Financial LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 6, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,500⁠-⁠$10,000

“AND CONSULTING Sonmore charges a fixed fee for financial planning between $1,500 and $10,000 based on complexity and the Client’s unique situation.”

Annual fee

$6,250/yr

“Since that is below the $6,250 threshold, the annual fee would be $6,250.”

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

How Sonmore Financial LLC bills

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

• “On rare occasion these fees are negotiable depending upon the needs of the client and complexity of the situation.”
• “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 quarter.”
• “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”

How Sonmore Financial LLC’s fees compare

• Its flat or project fee of $1,500-$10,000 spans the Arizona median of $3,100. 70% of the 164 other Arizona planners that publish a flat or project fee charge less.
• 4 of the 7 other planners in Chandler that publish a flat or project fee charge less.
• Its annual fee of $6,250 is below the Arizona median of $10,000. 33% of the 43 other Arizona planners that publish an annual fee charge less.
• None of the 3 other planners in Chandler that publish an annual fee charge less.

About Sonmore Financial LLC

• Principal: Matthew Benson
• Firm size: 4 employees.
• Credentials named in the brochure: CFP®.
• Founded: 2018 (8 years).

Planning areas mentioned in the brochure

• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.85% a year

Minimum

$6,250 minimum fee (stated in brochure)

Clients

91

Employees

4

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$86,700,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

311485

Website

sonmorefinancial.com (opens in new tab)

Phone

(480) 439-0500

Can advise clients in 3 states: Arizona, Nebraska, Texas

Other planners in Chandler that publish fees

• Blueprint Wealth GroupChandler$275/hr, $2,500
• Bugle ValleyChandler$4,500⁠-⁠$6,500, $8,000⁠-⁠$25,000/yr
• Currents Wealth Strategies LLCChandler$300/hr, $2,500⁠-⁠$20,000
• F. L. Arias & Associates, LLCChandler$125/hr
• Innovative Financial Solutions, Inc.Chandler$420/hr, $1,000⁠-⁠$20,000
• Ironwood Wealth Management, LLCChandler$2,000, $1,250/qtr

Compare all 23 planners in Chandler