Carlos Lopez
Two Pillars Asset Management · Frisco, Texas
Carlos Lopez is a fee-only financial advisor at Two Pillars Asset Management in Frisco, Texas. Carlos charges hourly fees, a percentage of assets, an ongoing planning fee and a one-time planning fee and focuses on estate & legacy planning.
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Specialties
Facts
| Firm | Two Pillars Asset Management |
|---|---|
| Based in | Frisco, Texas |
| Fee model | Hourly · Percentage of assets · Ongoing planning fee · One-time planning fee |
| Assets under management | $4.6M across 46 accounts |
| SEC registration | Investment adviser representative in TX · CRD 2528941 |
| Exams passed | Series 63 (1994) · Series 65 (2013) · Series 66 (2004) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | twopillarsam.org |
How Carlos's firm compares
- Two Pillars Asset Management's average account is about $100,000, from its Form ADV (assets managed divided by 46 accounts).
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Questions about Carlos
Is Carlos Lopez a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Carlos holds no broker registration, and Two Pillars Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Carlos charge for financial advice?
Carlos charges hourly fees, a percentage of assets, an ongoing planning fee and a one-time planning fee.
Where is Carlos Lopez based?
Carlos Lopez is based in Frisco, Texas.
What does Carlos specialize in?
Carlos's specialties include estate & legacy planning.
Is Carlos Lopez registered with the SEC?
Yes. Carlos Lopez is registered as an investment adviser representative in TX (CRD 2528941), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Two Pillars Asset Management manage?
Two Pillars Asset Management reports $4.6M across 46 accounts in assets under management.
How do I contact Carlos Lopez?
Through Carlos's website, twopillarsam.org.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Frisco
Other advisors in Texas who focus on estate & legacy planning
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
- Two Pillars Asset Management 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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