Hugo Sanchez
Koenig Investment Advisory · Ashland, Oregon
Hugo Sanchez is a fee-only financial advisor at Koenig Investment Advisory in Ashland, Oregon, who holds the CFP credential. Hugo charges a percentage of assets (1% a year on the first tier of assets managed).
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Facts
| Firm | Koenig Investment Advisory |
|---|---|
| Based in | Ashland, Oregon |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1% a year on the first tier of assets managed |
| Assets under management | $258.2M across 599 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OR · CRD 6983224 |
| Exams passed | Series 66 (2018) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.koeniginvestment.com |
| Profile |
How Hugo's firm compares
- Koenig Investment Advisory's average account is about $431,000, from its Form ADV (assets managed divided by 599 accounts).
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Questions about Hugo
Is Hugo Sanchez a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Hugo holds no broker registration, and Koenig Investment Advisory 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 charges a percentage of assets.
How much does Hugo charge?
According to Koenig Investment Advisory's website, checked October 30, 2026: 1% a year on the first tier of assets managed.
Where is Hugo Sanchez based?
Hugo Sanchez is based in Ashland, Oregon.
What credentials does Hugo Sanchez hold?
Hugo Sanchez holds the CFP credential.
Is Hugo Sanchez registered with the SEC?
Yes. Hugo Sanchez is registered as an investment adviser representative in OR (CRD 6983224), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Koenig Investment Advisory manage?
Koenig Investment Advisory reports $258.2M across 599 accounts in assets under management.
How do I contact Hugo Sanchez?
Through Hugo's website, www.koeniginvestment.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
- Koenig Investment Advisory 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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