# Hugo Lopez

> Hugo Lopez is a fee-only financial advisor at Lighthouse Advisory Services in San Diego, California. Lighthouse Advisory Services reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/hugo-lopez/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Lighthouse Advisory Services
- **Based in:** San Diego, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $9.6M across 44 accounts
- **CRD:** 5649058 (https://adviserinfo.sec.gov/individual/summary/5649058)
- **SEC registration:** Investment adviser representative in CA, TX
- **Exams passed:** Series 63 (2009), Series 65 (2012)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.lighthouseadvisoryinc.com/

## Frequently asked questions

### Is Hugo Lopez a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Hugo holds no broker registration, and Lighthouse Advisory Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Hugo charge for financial advice?

Hugo's firm, Lighthouse Advisory Services, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Hugo Lopez based?

Hugo Lopez is based in San Diego, California.

### Is Hugo Lopez registered with the SEC?

Yes. Hugo Lopez is registered as an investment adviser representative in CA and TX (CRD 5649058), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Lighthouse Advisory Services manage?

Lighthouse Advisory Services reports $9.6M across 44 accounts in assets under management.

### How do I contact Hugo Lopez?

Through Hugo's website, www.lighthouseadvisoryinc.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5649058): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.