Jean-Francis Lopez de Valdivia
Fleurus Investment Advisory, LLC · Weston, Connecticut
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.
- $46M
- Firm assets managed
- $540,000
- Firm's average account
What Jean-Francis focuses on
How does Jean-Francis's firm compare?
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Fleurus Investment Advisory, LLC's average account is about $540,000, from its Form ADV (assets managed divided by 85 accounts).
Questions about Jean-Francis
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
The full record
| 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 |
| Languages | French |
| Assets under management | $45.9M across 85 accounts |
| Credentials | CFA · CFP |
| SEC registration | Investment adviser representative in CT, NY · CRD 1895346 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | fleurus-ia.com |
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Other fee-only advisors in Connecticut
Other advisors in Connecticut who focus on retirement planning
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Fleurus Investment Advisory, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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