Sonas Financial Group provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 26–50 clients last fiscal year.
Sonas Financial Group reports 105 clients. They include 60 individual clients and 45 high-net-worth individuals. Of its assets, 88.6% ($133M across 313 accounts) are managed with discretion; $17M across 26 accounts are not. It advised 1 client without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 57% | 21% |
| High-net-worth individuals | 43% | 72% |
| Pension and profit-sharing plans | Fewer than 5 | 7% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 60 | $31.1M | 20.8% | $518K |
| High-net-worth individuals | 45 | $108M | 72.4% | $2.41M |
| Pension and profit-sharing plans | Fewer than 5 | $10.3M | 6.9% | — |
| Total | 105 | $150M | 100% | — |
- Clients
- 60
- Regulatory AUM
- $31.1M
- AUM share
- 20.8%
- Avg. per client
- $518K
- Clients
- 45
- Regulatory AUM
- $108M
- AUM share
- 72.4%
- Avg. per client
- $2.41M
- Clients
- Fewer than 5
- Regulatory AUM
- $10.3M
- AUM share
- 6.9%
- Avg. per client
- —
Total
- Clients
- 105
- Regulatory AUM
- $150M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 1
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 26–50
Sonas Financial Group charges 0.50%–1.00% a year for its Asset management. The fee is billed in advance, is negotiable and requires an account of at least $100,000. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial planning and consulting
- Financial planning and consulting are billed hourly at $250 an hour for one adviser or $200 an hour for another, or on a fixed fee never exceeding $5,000 depending on complexity.
James Meysenburg owns 75% or more of Sonas Financial Group. The leadership team of Sonas Financial Group includes President James Meysenburg. It has 3 employees, 2 of them in advisory roles.
Staff
- 3 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 75% or more of Sonas Financial Group, Inc.
James Meysenburg
Control person · since August 2002
Sonas Financial Group’s regulatory assets grew from $117M (June 2024) to $150M (March 2026); clients were 105 in both filings and employees were 3 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $150M | 105 | 3 | 1 |
| Mar 2025March 2025 | $135M | 106 | 3 | 1 |
| Jun 2024June 2024 | $117M | 108 | 3 | 1 |
Besides its headquarters, Sonas Financial Group has 0 offices, with 1 listed address in 1 state.
Missouri · 1 listed address
- 9229 Ward Parkway, Suite 300, Kansas CityHQ
Contact and registration details
- Legal name
- Sonas Financial Group, Inc.
- Headquarters
- 9229 Ward Parkway, Suite 300, Kansas City, MO 64114
- Website
- sonasfinancial.com
- Phone
- 816-753-2210
- @sonas-financial-group-inc
- SEC file
- 801-130755
- Structure
- Missouri corporation
- Fiscal year end
- December
Sonas Financial Group’s named custodian for separately managed accounts is Fidelity ($136M). Sonas Financial Group does not have custody of client assets.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $136M100%
At year end, Sonas Financial Group’s separately managed accounts were mostly in funds (71%) and cash (16%).
What the accounts hold
- Stocks3%
- Funds71%
- Bonds10%
- State and local bonds5%
- Investment grade corporate bonds4%
- U.S. government and agency bonds1%
- Cash16%
How many clients does Sonas Financial Group have?
Sonas Financial Group has 105 clients and manages $150 million for them, as of March 2026. They include 60 individual clients and 45 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 27 March 2026
What services does Sonas Financial Group offer?
Sonas Financial Group provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Sonas Financial Group charge?
Sonas Financial Group charges 0.50%–1.00% a year for its Asset management. The fee is billed in advance, is negotiable and requires an account of at least $100,000.
Which custodians does Sonas Financial Group use?
Sonas Financial Group’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $136M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 March 2026
How many financial advisors does Sonas Financial Group have?
Sonas Financial Group has 2 investment adviser representatives registered with state securities authorities, out of 3 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Sonas Financial Group invest in?
At the end of its last fiscal year, Sonas Financial Group’s separately managed accounts held 71% registered funds (mutual funds, ETFs, BDCs), 16% cash and equivalents, 5% state and local bonds, 4% investment grade corporate bonds, 3% exchange-traded equities and 1% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Sonas Financial Group have a minimum investment?
Yes, Sonas Financial Group’s minimum account size for its Asset management is $100K.
Who owns Sonas Financial Group?
Sonas Financial Group’s direct owner is James Meysenburg (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 27 March 2026
How does Sonas Financial Group get paid?
Sonas Financial Group is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Sonas Financial Group?
Sonas Financial Group’s main office is at 9229 Ward Parkway, Suite 300, Kansas City, MO 64114. Its phone number is 816-753-2210. Its website is sonasfinancial.com.
