Emily Lopez
Mills Wealth Advisors · Southlake, Texas
Emily Lopez is a fee-only financial advisor at Mills Wealth Advisors in Southlake, Texas, who holds the CFP credential. Emily focuses on founders (pre-exit), retirement planning and tax planning. Mills Wealth Advisors reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.
Request an introduction to Emily →
Specialties
Who they serve
- Founders
Facts
| Firm | Mills Wealth Advisors |
|---|---|
| Based in | Southlake, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees · Performance-based fees |
| Accepting new clients | Yes |
| Assets under management | $548.7M across 1,877 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 7797984 |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.millswealthadvisors.com |
Request an introduction to Emily
Tell Emily a little about what you're looking for. Emily isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Emily
Is Emily Lopez a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Emily holds no broker registration, and Mills Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Emily charge for financial advice?
Emily's firm, Mills Wealth Advisors, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.
Where is Emily Lopez based?
Emily Lopez is based in Southlake, Texas.
What does Emily specialize in?
Emily's specialties include founders (pre-exit), retirement planning, tax planning and estate & legacy planning. Emily works with founders.
What credentials does Emily Lopez hold?
Emily Lopez holds the CFP credential.
Is Emily Lopez registered with the SEC?
Yes. Emily Lopez is registered as an investment adviser representative in TX (CRD 7797984), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Mills Wealth Advisors manage?
Mills Wealth Advisors reports $548.7M across 1,877 accounts in assets under management.
How do I contact Emily Lopez?
Through Emily's website, www.millswealthadvisors.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
- Mills Wealth Advisors 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.
See something wrong? Request a correction. Read our methodology.