Bradley Hilton is a CFP-designated registered investment advisor at Sonas Financial Planning, based in Atlanta, GA, with 10 years of industry experience. Bradley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Estate Planning, and 6 more. Their firm serves 22 clients with $12M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.65% |
| $1.0M - $2.0M | 0.50% |
| $2.0M - $3.0M | 0.25% |
| $3M+ | 0.15% |
Fees are negotiable.
Fee Estimator
Contact
Bradley Hilton
Location
4514 Chamblee Dunwoody Road, Suite 307, Atlanta, GA, 30338
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Sonas Financial Planning
Previous Registrations
Modera Wealth Management, LLC
The Ayco Company,l.p.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Sure, accumulating wealth is great. But only if it helps you live your best life. That’s where I come in. I can help you plan for and enjoy the things that truly make you feel happy and secure. How you ask? By first learning who you are. Yes, your account balances and risk tolerance are important. But they can come later. What I first want to understand is what drives you. What your passions are. What keeps you up at night. Who and what you want to protect. Because knowing you as an individual allows me to provide you with a truly individualized financial plan. And as you transform that plan into action, I’ll be there along the way to provide encouragement, help you stay motivated, and keep you on track. I’ll celebrate your accomplishments and be there for you during personal challenges… always providing guidance on how to make sound financial choices during life’s major transitions. Let's connect and see if we are a good fit to work together. We look forward to hearing from you!