Miguel Garcia is a CFP-designated registered investment advisor at Sophronia Wealth Advisors, based in El Paso, TX, with 17 years of industry experience. Miguel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 5 more. Their firm serves 10 clients with $7.8M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management is included as part of Sophronia Wealth Advisors' comprehensive wealth management program and is not charged as a separate fee based on the size of your portfolio. The firm does not offer standalone investment management services independent of its comprehensive advisory process.
Location
311 Montana Ave, Ste. A2-12, El Paso, TX, 79902
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Miguel creates and distributes podcasts, educational programs, and provides non-advisory financial coaching services through Dinero Coaching, LLC. This takes about a quarter of Miguel's time.
Employment History
Current Registrations
Sophronia Wealth Advisors
Previous Registrations
Lauterbach Financial Advisors, LLC
Investors Capital Advisory
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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