PlannerFees

Sophronia Wealth Advisors fees and pricing

Financial planner in El Paso, Texas. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated September 8, 2026, Sophronia Wealth Advisors charges a flat or project fee of $3,800 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 8, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee
$3,800
“We charge a flat fixed fee of $3,800 for Sophronia Raíces payable in advance.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Sophronia Wealth Advisors bills

Payment and refund terms, quoted from the fee section of the brochure.

  • “The specific advisory fee applicable to each client is agreed upon in advance and disclosed in the client’s written advisory agreement and schedule of fees.”
  • “Advisory fees are billed monthly or quarterly and in advance in accordance with the terms of the client’s advisory agreement.”
  • “Fees for this service may be paid by electronic funds transfer or credit card.”

How Sophronia Wealth Advisors’ fees compare

  • Its flat or project fee of $3,800 is below the Texas median of $3,850. 50% of the 401 other Texas planners that publish a flat or project fee charge less.

About Sophronia Wealth Advisors

“Programa Sophronia de Optimización de Riqueza (Sophronia Wealth Optimization Program, formerly called Wealth Management Services) Sophronia provides ongoing financial planning and investment advisory services to individuals and business owners on a fee-only basis.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 4 employees.
  • Founded: 2023 (3 years).

Planning areas mentioned in the brochure

  • Estate planning
  • Business owners

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
1% a year
Clients
10
Employees
4
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and pension consulting
Assets managed
$7,784,397
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
329967
Website
sophroniawealthadvisors.com (opens in new tab)
Phone
(949) 695-8533

Can advise clients in 2 states: California, Texas

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