Mark Struthers, CFP®, CFA® Sona Financial LLC

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About Mark Struthers, CFP®, CFA®

Mark is a Gen X father that loves using his 14 years of experience, his education, and the freedom to act as a fiduciary to help families build and preserve wealth. He specializes in planning for and paying for college, while still helping families succeed. Mark is a frequent speaker and educator, including on-site employee education. When not helping his clients succeed, he is coaching one of his youngest son’s (9) soccer or basketball teams, or training with his oldest son (12) for one of his 5ks, 10ks, or triathlons.

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Ideal Clients

  • Financial Independence Retire Early (FIRE)
  • Gen X
  • Inherited Wealth
  • Retirement Planning

Ways Advisor Charges

  • Flat Fee
  • Assets Under Management

Fee Options

  • Flat Fee: $3,000+/engagement
  • AUM: 0.8%

SEC Records

States Registered

  • Minnesota

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