Sonas Financial Planning is a flat-fee wealth management firm based in Atlanta, Georgia that delivers personal and actionable retirement planning and investment solutions for pre-retirees and retirees in person locally and virtually throughout the country.
We combine customized financial planning services with sound investment management & advice to provide you with a highly personalized experience. All for one, transparent flat-fee.
Our mission at Sonas FP is to provide life-changing financial guidance so clients can retire with purpose and confidence. Our goal is to redefine the typical client/advisor relationship in a way that is modern, meaningful, and long-lasting; for a price that is fair.
At Sonas Financial Planning, our goal is to empower our clients at every stage of life. We help you take the guesswork out of managing your finances and help you understand the implications of each financial decision you make.
Our services go beyond those of most investment management firms. As advocates and guides, we offer you encouragement and clarity, not simply technical knowledge.
We continually strive to deepen our relationships, so we are able to offer the best possible insights to you at the most critical moments, leading to optimal outcomes.
Sonas Financial Planning (SFP) is owned and operated by Bradley Hilton, a CERTIFIED FINANCIAL PLANNER™, MBA, and Tax Planning Certified Professional® with over 16 years of experience as the sole financial advisor to more than 110 clients throughout the U.S. and world, including dentists, small business owners, millionaires next door, and top executives at Fortune 500 companies.
We’re constantly asking ourselves how we can do more and make a greater impact – and that is part of the reason Sonas Financial Planning was launched.
Every good idea starts with a problem. Here was ours: Quality retirement planning and investment management can be expensive for clients under the traditional asset under management (AUM) fee structure. Also, many people fear working with a financial advisor because of either the high fees or the reputation that advisors earn commissions and will sell you products you don’t need. And finally, many wealth management firms do not emphasize financial planning or deliver data-driven financial roadmaps to guide clients.
So after working for several top wealth management firms, Bradley decided that he could make the most impact on retirees’ lives by establishing a fiduciary, flat-fee only firm that educates clients on the value of working with a CFP® and financial planning in general.
We understand how it feels to have a lot of questions about retirement. Sonas Financial Planning wants to demonstrate that a business can be client-centered and deliver unquestionable value to retirees through financial planning. Our focus is on creating a retirement plan & roadmap for clients that is easy to understand, actionable, helps reduce taxes, and utilizes low-cost, index funds.
Sonas Financial Planning serves pre-retirees and retirees in person in Atlanta, Georgia and virtually throughout the country.
We look forward to learning more about prospective client needs, retirement goals, and helping you retire confidently.
SONAS
Pronounced sō-,nas | Origin & Meaning: (noun) Old Scottish & Irish Gaelic for
Happiness, Prosperity, Good Fortune
Pursue Your Life Goals with Financial Peace of Mind
(A Sonas Perspective)
Happiness
Be happy. Be open and curious. Focus on what you can control and make the most of what you have.
Prosperity
This isn’t rocket science. Work hard. Spend less than you make. Save the difference. Diversify. We’ll help with the complex stuff.
Good Fortune
There is no crystal ball. The future is unknown. Success and good fortune come from an auspicious state resulting from confidence in your plan and favorable outcomes.
Fee-Only. Fiduciary. Independent.
What does it all mean for you?
Fee Only - We only get paid by YOU. Complete transparency. No products, no commissions, no hidden charges… no conflicts of interest.
Fiduciary - We only do and advise what is in YOUR best interest. Not ours.
Independent - Results for YOU, not shareholders or private equity stakeholders. No sales quotas. No toeing the company line. We are not tied to any family of funds, investment products, or insurance products.
