Alejandro Lozano
Flourish Financial Planning · Grapevine, Texas
Alejandro Lozano is a fee-only financial advisor at Flourish Financial Planning in Grapevine, Texas, who holds the CFP credential. Flourish Financial Planning reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Flourish Financial Planning |
|---|---|
| Based in | Grapevine, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $32.9M across 199 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 6082445 |
| Exams passed | Series 63 (2012) · Series 66 (2015) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.sdgplanning.com |
How Alejandro's firm compares
- Flourish Financial Planning's average account is about $165,000, from its Form ADV (assets managed divided by 199 accounts).
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Questions about Alejandro
Is Alejandro Lozano a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Alejandro holds no broker registration, and Flourish Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Alejandro charge for financial advice?
Alejandro's firm, Flourish Financial Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Alejandro Lozano based?
Alejandro Lozano is based in Grapevine, Texas.
What credentials does Alejandro Lozano hold?
Alejandro Lozano holds the CFP credential.
Is Alejandro Lozano registered with the SEC?
Yes. Alejandro Lozano is registered as an investment adviser representative in TX (CRD 6082445), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Flourish Financial Planning manage?
Flourish Financial Planning reports $32.9M across 199 accounts in assets under management.
How do I contact Alejandro Lozano?
Through Alejandro's website, www.sdgplanning.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Grapevine
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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