Firm
Sophronia Wealth Advisors, Inc.
El Paso, Texas
Fee-only
Sophronia Wealth Advisors, Inc. at a glance
- One of 690 fee-only firms based in Texas in the Wellspent graph.
- 4 advisors are listed here; 3 of 4 hold the CFP.
- Its Form ADV reports 4 employees and 10 individual clients, 3 of them high net worth.
- Its average account is about $410,000 (assets it manages divided by its 19 accounts).
- Its ongoing planning fee starts at $16,000 a year, above the Texas median of $3,000.
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | El Paso, Texas |
|---|---|
| Website | sophroniawealthadvisors.com |
| [email protected] | |
| Phone | (949) 695-8533 |
Sophronia Wealth Advisors, Inc. fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $16,000 a year |
|---|---|
| How it charges | Flat fee · Ongoing planning fee |
In the firm's words
"Our fee starts at $16,000 per year." source
"retirees with at least $1.5 million in investable assets" source
"we charge a simple, fixed fee for our services." source
"an ongoing financial planning and investment management relationship for a flat fee starting at $4,000 per quarter." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $8 million |
| Individual clients | 7 |
| High-net-worth clients | 3 |
| Accounts managed | 19 |
| Employees | 4 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | September 8, 2026 |
| SEC record | CRD 329967 |