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Advisors / Texas / Houston
3yrs

Sofia Hernandez

Financial advisor at Thrivent Investment Management

Sofia Hernandez is a fiduciary financial advisor in Houston, Texas, with 3 years in the industry. Sofia joined Thrivent Investment Management in 2024, a firm offering financial planning and investment management. The firm is paid through a percentage of assets and flat fees.

One of 4968 advisors with offices in Houston, and one of 4448 fiduciaries.

Houston, TX 77027Fiduciary advisor
Call the officeDirections

At a glance

Experience3 years (since 2023)
How that compares ?3 years in the industry
Office4400 Post Oak Parkway, Houston, TX 77027
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$162,801
Advisors at the firm3,159
States licensed ?1 state

Services through Thrivent Investment Management

Financial planningInvestment management for individuals and small businesses

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2024 – now

Questions to ask Sofia

Tailored to Sofia’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. Where would my money be held, and will I get statements directly from that firm?
  4. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Sofia

How do I contact Sofia?

Call Sofia’s local office at (503) 875-4799 or the Thrivent Investment Management main office at (800) 847-4836, and ask for Sofia Hernandez.

How long has Sofia been a financial advisor?

Sofia has been in the industry since 2023, about 3 years. 3 years in the industry.

What licenses does Sofia hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Sofia a fiduciary?

Sofia is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Sofia paid?

Thrivent Investment Management reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Sofia for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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