Francisco Lopez
Willow Creek Financial · San Diego, California
Francisco Lopez is a fee-only financial advisor at Willow Creek Financial in San Diego, California, who holds the CFA credential. Willow Creek Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Willow Creek Financial |
|---|---|
| Based in | San Diego, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $528.8M across 873 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CA · CRD 4867375 |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.willowcreekfinancial.com |
How Francisco's firm compares
- Willow Creek Financial's average account is about $606,000, from its Form ADV (assets managed divided by 873 accounts).
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Questions about Francisco
Is Francisco Lopez a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Francisco holds no broker registration, and Willow Creek Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Francisco charge for financial advice?
Francisco's firm, Willow Creek Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Francisco Lopez based?
Francisco Lopez is based in San Diego, California.
What credentials does Francisco Lopez hold?
Francisco Lopez holds the CFA credential.
Is Francisco Lopez registered with the SEC?
Yes. Francisco Lopez is registered as an investment adviser representative in CA (CRD 4867375), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Willow Creek Financial manage?
Willow Creek Financial reports $528.8M across 873 accounts in assets under management.
How do I contact Francisco Lopez?
Through Francisco's website, www.willowcreekfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in San Diego
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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