TrueAdvisor
TrueAdvisor
JL
CFP
JL
CFP

Julio Lopez-Brito

Sensible Money, LLC
8 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Retirement PlanningFinancial Planning & CoachingInsurance PlanningCharitable GivingTax Planning
Sensible Money, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
304 clients
Average Client Portfolio
$2.0M average
Assets Under Management
$603.7M

Fee Structure

Minimum Investment:$1M
Financial Planning:Included in AUM fee

Location

Miami, FL

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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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Employment History
Current Registrations
Sensible Money, LLC
December 2021 - Present · 4 yrs 2 mos
Previous Registrations
Portfolio Resources Advisor Group, INC.
April 2018 - October 2021 · 3 yrs 6 mos
Nylife Securities LLCBroker
September 2016 - February 2018 · 1 yr 5 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.