Mark Struthers, CFP®, CFA® Sona Wealth

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About Mark Struthers, CFP®, CFA®

Your family can live for today when you are confident about tomorrow!
Being an independent Chartered Financial Analyst (CFA – investing) and a CERTIFIED FINANCIAL PLANNER® professional (CFP® – planning & tax) allows Mark to address all aspects of your financial life. Mark is an expert at planning for college, retirement, and equity compensation. Mark is often featured in major publications, including being a frequent contributor to Bloomberg Wealth @ www.SonaWealthAdvisors.com

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Recently Published

Top 10 Mistakes Parents Make With FAFSA (Free Application For Federal Student Aid – for need-based aid)

September 27, 2021

https://www.podbean.com/media/share/pb-f5tbd-10ee1dd It’s that time! It’s FAFSA time.  October 1st 2021 is the first day you can fill out FAFSA for

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Ideal Clients

  • College Planning
  • Equity Recipients (RS/RSU SOP ESPP)
  • Gen X
  • Retirement Planning

Ways Advisor Charges

  • Quarterly Fee
  • Flat Fee
  • Assets Under Management

Fee Options

  • Quarterly Fee: $750+/qtr
  • Flat Fee: $1200+/engagement
  • Assets Under Management: 0.65%

SEC Records

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