Sophia Daigle
Gen Y Planning · Austin, Texas
Sophia Daigle is a fee-only financial advisor at Gen Y Planning in Austin, Texas, who holds the CFP credential. Sophia charges a percentage of assets (1% a year on the first tier of assets managed).
Request an introduction to Sophia →
Who they serve
- Early-career professionals
- Mid-life transitions
Facts
| Firm | Gen Y Planning |
|---|---|
| Based in | Austin, Texas |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1% a year on the first tier of assets managed |
| Works virtually | Yes |
| Accepting new clients | Not currently |
| Assets under management | $53.7M across 291 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, FL, IL, MA, MN, NJ, NY, PA, TX, WA · CRD 5499671 |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.genyplanning.com |
| Profile |
Request an introduction to Sophia
Tell Sophia a little about what you're looking for. Sophia isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Sophia
Is Sophia Daigle a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sophia holds no broker registration, and Gen Y Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Sophia charge for financial advice?
Sophia charges a percentage of assets.
How much does Sophia charge?
According to Gen Y Planning's website, checked October 30, 2026: 1% a year on the first tier of assets managed.
Does Sophia work with clients virtually?
Yes. Gen Y Planning says on its website that it works with clients remotely.
Where is Sophia Daigle based?
Sophia Daigle is based in Austin, Texas.
What credentials does Sophia Daigle hold?
Sophia Daigle holds the CFP credential.
Is Sophia Daigle registered with the SEC?
Yes. Sophia Daigle is registered as an investment adviser representative in CA, FL, IL, MA, MN, NJ, NY, PA, TX and WA (CRD 5499671), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Gen Y Planning manage?
Gen Y Planning reports $53.7M across 291 accounts in assets under management.
How do I contact Sophia Daigle?
Through Sophia's website, www.genyplanning.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Gen Y Planning website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.