Bradley S. Hilton
SONAS FINANCIAL PLANNING
Atlanta, GA 30338
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CRD#: 5860008
Professional summary
Bradley Smith Hilton, CFP® is a registered financial advisor currently at SONAS FINANCIAL PLANNING located in Atlanta, Georgia.
Bradley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Bradley has worked at 4 firms and has passed the Series 66 and Series 7 exams.
Biography
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!
Question & Answer
What are your service offerings?
Employee and Employer Plan Ben...
Budgeting
Social Security Planning
Retirement Planning
Retirement Income Management
Small Business Planning
Comprehensive Financial Planni...
Tax Planning
Insurance Planning
Life Transitions
Elder Care
Investment Planning
Inheritance
Business Succession Planning
Socially Responsible Investing
Education Planning
Debt Management
Estate Planning
Do you have an area of expertise or specialization?
Business Owners
Charitable Giving
Corporate Executives
Estate & Generational Planning...
Medical Professionals
Retirement Planning & Distribu...
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Bradley Smith Hilton's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2013
Experience
Current
May 11, 2022 - Present
SONAS FINANCIAL PLANNING
Office #1: 4514 Chamblee Dunwoody Road Suite 307, Atlanta, GA 30338RIA
CRD#: 316677
Atlanta, GA
Past
January 26, 2017 - May 16, 2022
MODERA WEALTH MANAGEMENT, LLC
RIA
CRD#: 155649
Atlanta, GA
Past
July 19, 2011 - January 23, 2013
GOLDMAN SACHS WEALTH SERVICES, L.P.
RIA
CRD#: 106693
ATLANTA, GA
Past
December 16, 2010 - January 23, 2013
MERCER ALLIED COMPANY, L.P.
BD
CRD#: 37404
ATLANTA, GA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Georgia(5/11/2022)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
SONAS FINANCIAL PLANNING
SONAS FINANCIAL PLANNING | SONAS FP | SONAS FINANCIAL PLANNING, LLC
CRD#: 316677 / SEC#:
Georgia
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Contact information
Main Address
4514 Chamblee Dunwoody Road Suite 307, Atlanta, GA 30338
Mailing Address
Phone number
(404) 545-5368
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 81 |
| AUM (Assets Under Management) | $ 12,043,700 |
Red Flags
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