Sophronia Wealth Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Sophronia Wealth Advisors works with individual clients (including high‑net‑worth individuals), business owners, and qualified retirement plans to provide comprehensive financial planning, investment management, and retirement‑plan advisory services. The firm offers ongoing advisory relationships as well as limited‑scope engagements for targeted planning needs.
The firm’s advice is organized around a Four Pillars of Wealth framework that addresses strategy and cash flow, tax coordination, investments and risk management, and legacy/continuity planning; portfolio construction draws on Modern Portfolio Theory principles, passive funds and mutual fund/ETF selection (including access to certain adviser‑only funds). Sophronia coordinates with outside professionals for estate and tax implementation and provides both discretionary investment management and ERISA plan advisory services where engaged.
Notable distinctions include the firm’s small, two‑advisor structure and the principals’ active involvement in related payroll, tax and accounting businesses, which the brochure describes as a source of coordination (referrals between entities are disclosed and not compensated). The advisory materials and service names also reflect Spanish‑language outreach and prior experience working with Hispanic investor clients, indicating a bilingual and tax‑integrated planning orientation that is less common among peers.
Client services
Expertise
Occupation focus
Fee options
Sophronia Raíces service charged a flat fee of $3,800 payable in advance.
Hourly financial planning service fee is $450 per hour, negotiable.
Fee-only: Flat-fee basis for Wealth Optimization Program; fees generally range between $16,000 and $30,000 annually, not calculated as a percentage of assets under management.
Main office
311 Montana Ave, Ste. A2 12
El Paso TX 79902
Advisors at this office
2
Most active in
California · Texas
Also doing business as
Sophronia Wealth Advisors · Sophronia Wealth Advisors, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Miguel G
CFP®, EA
El Paso, TX
Sophronia Wealth Advisors
Miguel Angel Gomez Garcia (Miguel Gomez), CFP®, EA was born in Mexico City and has lived in El Paso, Texas since 2007. Miguel Gomez founded Sophronia with his partners in 2024 after 14 years as an advisor at one of El Paso's largest wealth management firms. Today, with over 16 years of experience, Miguel enjoys serving a clientele of (mainly) Latino professionals and business owners through sensible and prudent wealth management. Miguel enjoys weight-lifting and reading non-fiction books, as well as traveling and hiking with his wife and children. Miguel has a growing collection of pre-1900 books and also enjoys baking and building LEGO sets.
Luis G
Series 65
El Paso, TX
Sophronia Wealth Advisors
Luis Gonzalez is a financial advisor with Sophronia Wealth Advisors in El Paso, TX. He holds a Series 65 designation and has one year of industry experience. Prior to his current role, he worked at Peak Financial Planning and held various positions including roles at California State University and the Archdiocese of Los Angeles. Sophronia Wealth Advisors serves individual clients, business owners, and qualified retirement plans, offering comprehensive financial planning, investment management, and retirement-plan advisory services. The firm’s approach centers on a Four Pillars of Wealth framework and uses Modern Portfolio Theory principles with a focus on passive funds and mutual fund/ETF selection, including adviser-only funds.
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