Sophronia Wealth Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$7,784,397
Clients
10
30% high-net-worth
Advisors
1
of 3 employees
Firm type
Supported
1-4 advisors or >$200M in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
10
Very LowAverage account size
$778,440
About
Sophronia Wealth Advisors provides fee-only financial planning and investment advisory services to individuals (including high-net-worth clients), business owners, and qualified retirement plans. Offerings include ongoing comprehensive wealth management under a structured program, retirement plan consulting, limited-scope hourly planning, and a three-meeting "Raíces" engagement that incorporates net-worth analysis and estate-document access.
The firm applies a Four Pillars of Wealth framework—strategy and clarity, tax optimization, investments and risk management, and legacy/continuity—to develop individualized plans and implements investment strategies with discretionary management when engaged. Its investment approach emphasizes asset allocation and passive strategies (index funds and ETFs), draws on Modern Portfolio Theory, and may include Dimensional Fund Advisors (DFA) funds while coordinating tax and legal matters with outside professionals.
What distinguishes Sophronia from many peers is the formal business overlap between the firm’s principals and payroll, tax, and accounting enterprises, which the brochure discloses as a source of client referrals and coordination (with no required use or referral compensation). The firm also departs from the common percentage-of-AUM model used by most similar firms by using flat, engagement-based advisory fees and by bundling access to digital estate‑planning tools and financial‑planning software in certain offerings.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
General tax planning
Passive / index investing
Business sale tax planning
Occupation focus
Founder/Business Owner
Executive
Fee options
$3,800 flat fixed fee for Sophronia Raíces; flat fees between $16,000 and $30,000 annually for Wealth Optimization Program.
Hourly Financial Planning Service at $450 per hour, negotiable.
Fee-only: Flat annual advisory fees generally range between $16,000 and $30,000 for Wealth Optimization Program; $3,800 flat fixed fee for Sophronia Raíces; $450 for one-hour Financial Planning service (negotiable).
Main office location
Sophronia Wealth Advisors
311 Montana Ave, Ste. A2 12
El Paso TX 79902, United States
Number of offices
1
Most active in
Sophronia Wealth Advisors has reported serving >5 clients in these states in the last 12 months.
California · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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
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