A complete list of active advisors currently associated with Sophronia Wealth Advisors
Warmer can help you find a great advisor at Sophronia Wealth Advisors or one who fits your needs even better.
Sophronia Wealth Advisors provides fee-only financial planning and investment advisory services to individuals (including high-net-worth clients), business owners, and qualified retirement plans. Offerings include ongoing comprehensive wealth management under a structured program, retirement plan consulting, limited-scope hourly planning, and a three-meeting "Raíces" engagement that incorporates net-worth analysis and estate-document access. The firm applies a Four Pillars of Wealth framework—strategy and clarity, tax optimization, investments and risk management, and legacy/continuity—to develop individualized plans and implements investment strategies with discretionary management when engaged. Its investment approach emphasizes asset allocation and passive strategies (index funds and ETFs), draws on Modern Portfolio Theory, and may include Dimensional Fund Advisors (DFA) funds while coordinating tax and legal matters with outside professionals. What distinguishes Sophronia from many peers is the formal business overlap between the firm’s principals and payroll, tax, and accounting enterprises, which the brochure discloses as a source of client referrals and coordination (with no required use or referral compensation). The firm also departs from the common percentage-of-AUM model used by most similar firms by using flat, engagement-based advisory fees and by bundling access to digital estate‑planning tools and financial‑planning software in certain offerings.
To learn more about the advisors currently working at Sophronia Wealth Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
El Paso, TX
| 17
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")