Sona Wealth, Sona Wealth Management, Sona Wealth Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Sona Financial (doing business as Sona Wealth and Sona Wealth Advisors) provides investment advisory and comprehensive financial planning to individuals, families, and business owners, and also offers small-business retirement plan consulting. Its services include discretionary portfolio management, ongoing wealth management with coordinated financial planning, one-time planning engagements, and hourly planning engagements.
The firm constructs portfolios using an evidence-based framework with a passive core guided by Modern Portfolio Theory, typically implemented with low-cost ETFs and limited use of active managers or individual securities; options strategies are used infrequently for specific client needs. Planning and portfolio implementation are tailored to each client through written investment policy statements and a proprietary planning framework, and the firm may manage certain held-away retirement accounts via third-party platforms.
Noteworthy distinctions include the availability of subscription advisory arrangements that provide ongoing financial planning without discretionary investment management — an offering that is uncommon among independent advisors. The firm also offers business-owner advisory and exit-planning services aligned with Exit Planning Institute principles, and it participates in paid third-party referral/promoter networks (e.g., Wealthramp) and an institutional custody platform; these relationships and potential conflicts are disclosed and described in the firm’s brochure.
Client services
Expertise
Occupation focus
Fee options
Retirement Clarity Review fees $1,500 to $4,000; Business valuation or value gap assessment $1,500 to $6,000; One-time financial planning $1,500 to $30,000
$0 - $500,000: 1.25% $500,001 - $3,000,000: 0.75% $3,000,001+: Negotiated
Hourly financial planning at $375 per hour with a 2-hour minimum engagement
Subscription advisory services fees range from $6,000 to $30,000 annually, billed monthly, quarterly, or annually; may be negotiable
Account minimum: $300,000-$500,000 (depending on complexity; may be waived or negotiated) Minimum fee: Minimum annual household advisory fee ranges from $6,000 to $40,000, may be satisfied through a combination of asset-based fees and fixed planning or strategic advisory fees Fee-only: One-time financial planning fees typically range from $1,500 to $30,000; Retirement Clarity Review flat fee $1,500 to $4,000; Business owner advisory and exit planning fees range from $1,500 to $30,000 (fixed or retainer basis); Retirement plan consulting fees from $750 to $15,000 depending on scope
Main office
Chanhassen MN
Advisors at this office
1
Most active in
Minnesota
Also doing business as
Mark Struthers Dba Sona Financial, LLC · Sona Financial · Sona Financial, LLC · Sona Wealth · Sona Wealth Advisors · Sona Wealth Management · Sona Wealth, Sona Wealth Management, Sona Wealth Advisors · Struthers, Mark A
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)