Miguel Gomez
Sophronia Wealth Advisors, Inc. · El Paso, Texas
Miguel Gomez is a fee-only financial advisor at Sophronia Wealth Advisors, Inc. in El Paso, Texas, who holds the CFP and EA credentials. Miguel 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 |
How Miguel'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
Is Miguel Gomez a fee-only financial advisor?
Yes. Miguel Gomez is listed in the NAPFA directory (NAPFA admits only fee-only advisors).
How does Miguel charge for financial advice?
Miguel charges a flat fee or retainer and an ongoing planning fee.
How much does Miguel 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 based?
Miguel Gomez is based in El Paso, Texas.
What does Miguel specialize in?
Miguel's specialties include tax planning, retirement planning, estate & legacy planning, small business owners and family wealth transfer. Miguel works with founders and retirees.
What credentials does Miguel Gomez hold?
Miguel Gomez 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?
Through Miguel'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
- NAPFA directory listing : NAPFA admits only fee-only advisors
- 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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