Sophronia Wealth Advisors offers comprehensive financial planning and investment management services for individuals, families, and business owners. The firm operates on a fee-only basis, meaning they are compensated solely by clients and do not accept commissions or product sales fees. Sophronia Wealth Advisors guides clients using its Four Pillars of Wealth framework, which covers strategy and clarity, tax optimization, investments and risk management, and legacy and estate planning coordination. In addition to comprehensive wealth management, Sophronia Wealth Advisors offers targeted financial planning engagements and hourly consultations. The firm primarily recommends investments in stocks, bonds, mutual funds, exchange-traded funds, and government securities, and acts in the client's best interest as required by law.
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.
