Luis Gonzalez is a registered investment advisor at Sophronia Wealth Advisors, based in Invine, CA. Luis 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 4 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
6 Venture Ste. 310, Invine, CA, 92618
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Sophronia Wealth Advisors
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.