BL
CFP
BL
CFP
Benjamin Lopez
10 Years of Experience
El Paso, TX
1 Disclosure
Benjamin Lopez is a CFP-designated registered investment advisor at Pecusavvy Financial, LLC, based in El Paso, TX, with 10 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
1214 Montana Ave, El Paso, TX, 79902
Get directionsHistory
Regulatory History (1)
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Financial
July 2016Final
Employment History
Current Registrations
Pecusavvy Financial, LLC
February 2026 - Present · 2 mos
Previous Registrations
Morgan Stanley
April 2019 - February 2026 · 6 yrs 10 mos
Morgan StanleyBroker
April 2019 - February 2026 · 6 yrs 10 mos
Waddell & Reed
March 2016 - April 2019 · 3 yrs 1 mo
Waddell & ReedBroker
October 2015 - April 2019 · 3 yrs 6 mos
State Registrations1 state
TX
Advisor
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
No exam information available for this advisor.