AH
CFP
AH
CFP

Andy Lopez Herrera

10 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
274 clients
Average Client Portfolio
$983K average
Assets Under Management
$269.3M

Fee Structure

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Location

9696 Culver Blvd Suite 301, Culver City, CA, 90232

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Andy is an enrolled agent who prepares personal and business tax returns for clients. He receives a flat rate for his services and does not earn commissions.

Employment History
Current Registrations
Fortress Wealth Management, INC.
August 2021 - Present · 4 yrs 6 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
August 2015 - July 2021 · 5 yrs 11 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.