# Jean-Francis Lopez de Valdivia

> Jean-Francis Lopez de Valdivia is a fee-only financial advisor at Fleurus Investment Advisory, LLC in Weston, Connecticut, who holds the CFA and CFP credentials. Jean-Francis charges a percentage of assets (1% a year on the first tier of assets managed) and focuses on retirement planning.

Page: https://find.wellspent.co/advisors/jean-francis-lopez-de-valdivia/
Built from public directory listings; last checked October 28, 2026.

## Facts

- **Firm:** Fleurus Investment Advisory, LLC
- **Based in:** Weston, Connecticut
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 1% a year on the first tier of assets managed
- **Works virtually:** Yes (firm's website)
- **Languages:** French
- **Assets under management (firm):** $45.9M across 85 accounts
- **Credentials:** CFA, CFP
- **Specialties:** Retirement planning
- **CRD:** 1895346 (https://adviserinfo.sec.gov/individual/summary/1895346)
- **SEC registration:** Investment adviser representative in CT, NY
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://fleurus-ia.com

## Frequently asked questions

### Is Jean-Francis Lopez de Valdivia a fee-only financial advisor?

Yes. Jean-Francis Lopez de Valdivia is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Jean-Francis's firm.

### How does Jean-Francis Lopez de Valdivia charge for financial advice?

Jean-Francis Lopez de Valdivia charges a percentage of assets.

### How much does Jean-Francis Lopez de Valdivia charge?

According to Fleurus Investment Advisory, LLC's website, checked October 28, 2026: 1% a year on the first tier of assets managed.

### Does Jean-Francis Lopez de Valdivia work with clients virtually?

Yes. Fleurus Investment Advisory, LLC says on its website that it works with clients remotely.

### What languages does Jean-Francis Lopez de Valdivia work in?

Besides English, Fleurus Investment Advisory, LLC offers service in French, according to its website.

### Where is Jean-Francis Lopez de Valdivia based?

Jean-Francis Lopez de Valdivia is based in Weston, Connecticut.

### What does Jean-Francis Lopez de Valdivia specialize in?

Jean-Francis Lopez de Valdivia's specialties include retirement planning.

### What credentials does Jean-Francis Lopez de Valdivia hold?

Jean-Francis Lopez de Valdivia holds the CFA and CFP credentials.

### Is Jean-Francis Lopez de Valdivia registered with the SEC?

Yes. Jean-Francis Lopez de Valdivia is registered as an investment adviser representative in CT and NY (CRD 1895346), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Fleurus Investment Advisory, LLC manage?

Fleurus Investment Advisory, LLC reports $45.9M across 85 accounts in assets under management.

### How do I contact Jean-Francis Lopez de Valdivia?

Through Jean-Francis Lopez de Valdivia's website, fleurus-ia.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/39495): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.fleurus-ia.com/): specialties, clients served, and fees, checked October 28, 2026

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