Kansas City, MO Board of Trade Office

Sonas Financial Group provides investment management, financial planning, and retirement-plan advisory services to individuals (including high‑net‑worth clients), small businesses, trusts, pooled vehicles, private foundations and charities. The firm offers both discretionary and non‑discretionary portfolio management, standalone financial planning engagements, and limited‑scope ERISA 3(21) services for qualified and non‑qualified retirement plans, and manages roughly $150 million across client accounts with two primary advisors.

Investment strategies are tailored to each client’s goals, time horizon and risk tolerance and draw on a broad set of analytical approaches — including fundamental, quantitative, technical/charting, cyclical analysis and modern portfolio theory — to construct and monitor portfolios. Sonas may use sub‑advisors, a mix of mutual funds and ETFs, and derivative or leveraged/inverse instruments in appropriate situations, and documents client restrictions and risk tolerances to guide implementation.

Compared with many peers of its size, the firm combines customary individual wealth management with institutional ERISA 3(21) plan work and access to alternative/private investment vehicles, while explicitly disclosing use of higher‑risk instruments (such as leveraged and inverse products) and delegation to sub‑advisors where appropriate. Sonas also maintains limited custody arrangements (fee deductions and standing letters of authorization) and provides both hourly and fixed‑fee planning engagements, which may be waived if clients implement recommendations through the firm.