Hugo Lopez
Lighthouse Advisory Services · San Diego, California
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.
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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 | $9.6M across 44 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 5649058 |
| Exams passed | Series 63 (2009) · Series 65 (2012) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.lighthouseadvisoryinc.com |
How Hugo's firm compares
- Lighthouse Advisory Services's average account is about $218,000, from its Form ADV (assets managed divided by 44 accounts).
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Questions about Hugo
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.
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
- 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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