Sonny Blanchard, CFP®, CPA/PFS Blanchard Wealth Partners

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About Sonny Blanchard, CFP®, CPA/PFS

My name is Sonny Blanchard and I’m a CPA and CFP® Professional who loves helping small business owners, young professionals, and anyone looking to take advantage of early advice for their financial future by providing exceptional financial planning and investment management solutions.

The people I most enjoy working with are those who are eager to learn more about personal finance and seek the value you can receive from an independent, fee-only advisor. If you are going through a major change in life, such as marriage, having children, switching jobs, retirement, etc., I’m here to help you.

I got into this business to help people who were like me, looking for answers to create the best possible financial future and ready to get to work to make it happen.

One of the great benefits of working with a CERTIFIED FINANCIAL PLANNER™ Professional who is also your CPA is the deep integration of tax planning strategies in your financial planning and investment management. Some of the areas that are affected by taxes and require extra attention in your strategy are:

– Asset Allocation
– Asset Location
– Insurance
– Retirement Income Withdrawals
– Methods of Retirement Savings
– Education Planning
– Rebalancing

Ready to get started? Send me a message at sonny@blanchardwealth.com or call us at (346) 239-1401.

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Ideal Clients

  • Business Owners
  • Gen Y/Millennials
  • Self-Employed Individuals
  • Small Business

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $125/mo
  • Quarterly Fee: $375/qtr
  • AUM: 1.00%

SEC Records

States Registered

  • Texas

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