Sonas Financial Group, Inc.

Sonas Financial Group, Inc. is a registered investment advisor based in Kansas City, MO, established in 2002 by James D. Meysenburg, CPA, CFP®. The firm specializes in asset management services, offering both discretionary and non-discretionary options. For discretionary accounts, Sonas has the authority to execute transactions without client approval, while non-discretionary accounts require client approval for each transaction. Sonas also provides ERISA plan services, acting as a limited scope ERISA 3(21) fiduciary. The firm requires a minimum account size of $100,000, which may be waived at their discretion. Sonas charges asset management fees based on a tiered structure, ranging from 1.00% to 0.50% based on assets under management. Financial planning and consulting services are offered at hourly rates of $250 per hour for James D. Meysenburg and $200 per hour for Trevor K Harris, or fixed fees not exceeding $5,000. Sonas does not receive external compensation for the sale of securities and does not engage in performance-based fees or side-by-side management. The firm's investment strategies include fundamental and technical analysis, charting analysis, cyclical analysis, and quantitative analysis. Sonas reviews client accounts at least annually, with additional reviews triggered by specific events. The firm does not receive economic benefits from external sources and maintains custody of assets at qualified custodians. Sonas has no disciplinary history and operates with a fiduciary duty to act in the best interest of clients.