Benjamin Lopez
PecuSavvy Financial · El Paso, Texas
Benjamin Lopez is a fee-only financial advisor at PecuSavvy Financial in El Paso, Texas, who holds the CFP credential. Benjamin focuses on physicians & residents, retirement planning and estate & legacy planning. PecuSavvy Financial reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Physicians
- Retirees
- High earners
Facts
| Firm | PecuSavvy Financial |
|---|---|
| Based in | El Paso, Texas |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $9.1M across 48 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 6436076 |
| Exams passed | Series 66 (2016) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | pecusavvyfinancial.com |
| Profile |
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Questions about Benjamin
Is Benjamin Lopez a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Benjamin holds no broker registration, and PecuSavvy Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Benjamin charge for financial advice?
Benjamin's firm, PecuSavvy Financial, reports charging a percentage of assets on its SEC Form ADV.
Where is Benjamin Lopez based?
Benjamin Lopez is based in El Paso, Texas.
What does Benjamin specialize in?
Benjamin's specialties include physicians & residents, retirement planning, estate & legacy planning, tax planning and small business owners. Benjamin works with physicians, retirees and high earners.
What credentials does Benjamin Lopez hold?
Benjamin Lopez holds the CFP credential.
Is Benjamin Lopez registered with the SEC?
Yes. Benjamin Lopez is registered as an investment adviser representative in TX (CRD 6436076), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does PecuSavvy Financial manage?
PecuSavvy Financial reports $9.1M across 48 accounts in assets under management.
How do I contact Benjamin Lopez?
Through Benjamin's website, pecusavvyfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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
- PecuSavvy Financial website : specialties, clients served, and fees, checked October 30, 2026
- 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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