Miguel Gomez Garcia
Sophronia Wealth Advisors, Inc. · El Paso, Texas
Miguel Gomez Garcia is a fee-only financial advisor at Sophronia Wealth Advisors, Inc. in El Paso, Texas, who holds the CFP and EA credentials. Miguel Gomez charges a flat fee or retainer and an ongoing planning fee (ongoing planning from $16,000 a year and typically works with clients with $1,500,000 or more) and focuses on tax planning, retirement planning and estate & legacy planning.
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Specialties
Who they serve
- Founders
- Retirees
Facts
| Firm | Sophronia Wealth Advisors, Inc. |
|---|---|
| Based in | El Paso, Texas |
| Fee model | Flat fee or retainer · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $16,000 a year · Typically works with clients with $1,500,000 or more |
| Assets under management | $7.8M across 19 accounts |
| Credentials | CFP · EA |
| Firm size | 4 employees |
| Website | sophroniawealthadvisors.com |
| Profile |
How Miguel Gomez's firm compares
- Ongoing planning starts at $16,000 a year, above the Texas median of $3,000 for fee-only firms that publish prices.
- Sophronia Wealth Advisors, Inc.'s average account is about $410,000, from its Form ADV (assets managed divided by 19 accounts).
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Questions about Miguel Gomez
Is Miguel Gomez Garcia a fee-only financial advisor?
Yes. Miguel Gomez Garcia is listed in the XY Planning Network directory (XYPN members are fee-only).
How does Miguel Gomez charge for financial advice?
Miguel Gomez charges a flat fee or retainer and an ongoing planning fee.
How much does Miguel Gomez charge?
According to Sophronia Wealth Advisors, Inc.'s website, checked October 28, 2026: ongoing planning from $16,000 a year; typically works with clients with $1,500,000 or more.
Where is Miguel Gomez Garcia based?
Miguel Gomez Garcia is based in El Paso, Texas.
What does Miguel Gomez specialize in?
Miguel Gomez's specialties include tax planning, retirement planning, estate & legacy planning, small business owners and family wealth transfer. Miguel Gomez works with founders and retirees.
What credentials does Miguel Gomez Garcia hold?
Miguel Gomez Garcia holds the CFP and EA credentials.
How much does Sophronia Wealth Advisors, Inc. manage?
Sophronia Wealth Advisors, Inc. reports $7.8M across 19 accounts in assets under management.
How do I contact Miguel Gomez Garcia?
Through Miguel Gomez's website, sophroniawealthadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in El Paso
Other advisors in Texas who focus on tax planning
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Sophronia Wealth Advisors, Inc. website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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