Sophronia Wealth Advisors is a fee-only financial planning and wealth management firm based in El Paso, Texas. The firm describes itself as a flat fee-only fiduciary advisor, compensated solely by clients, with advice as its only product. Its practice is especially focused on Latino and Latina business owners, reflecting the founders’ Latino and immigrant backgrounds, while also welcoming retirees and other households seeking an ongoing financial planning relationship.

The firm helps clients make intentional decisions about business income and personal wealth, including how much to retain in a business and how to invest assets outside it. Services include cash flow planning, investment management, retirement planning, tax planning and coordination, estate planning considerations, risk management, debt planning, and strategies to diversify wealth beyond a business. Planning may also address supporting family members in the United States and abroad.

Sophronia typically works with business owners earning at least $300,000 in annual net income and retirees with at least $1.5 million in investable assets.