Jonathan Lopez
Caveness Wealth Advisory · Abingdon, Virginia
Jonathan Lopez is a fee-only financial advisor at Caveness Wealth Advisory in Abingdon, Virginia, who holds the CFP credential. Jonathan focuses on retirement planning and divorce financial planning. Caveness Wealth Advisory reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Executives
- Founders
- High earners
- Mid-life transitions
- Divorced individuals
Facts
| Firm | Caveness Wealth Advisory |
|---|---|
| Based in | Abingdon, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Fees (firm's website) | Typically works with clients with $1,000,000 or more |
| Accepting new clients | Yes |
| Assets under management | $1.07B across 3,273 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX, VA · CRD 1534582 |
| Exams passed | Series 63 (1986) |
| Firm size | 20 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.cavenessadvisory.com |
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Questions about Jonathan
Is Jonathan Lopez a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jonathan holds no broker registration, and Caveness Wealth Advisory reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jonathan charge for financial advice?
Jonathan's firm, Caveness Wealth Advisory, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
How much does Jonathan charge?
According to Caveness Wealth Advisory's website, checked October 30, 2026: typically works with clients with $1,000,000 or more.
Where is Jonathan Lopez based?
Jonathan Lopez is based in Abingdon, Virginia.
What does Jonathan specialize in?
Jonathan's specialties include retirement planning and divorce financial planning. Jonathan works with retirees, pre-retirees, executives, founders and high earners.
What credentials does Jonathan Lopez hold?
Jonathan Lopez holds the CFP credential.
Is Jonathan Lopez registered with the SEC?
Yes. Jonathan Lopez is registered as an investment adviser representative in TX and VA (CRD 1534582), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Caveness Wealth Advisory manage?
Caveness Wealth Advisory reports $1.07B across 3,273 accounts in assets under management.
How do I contact Jonathan Lopez?
Through Jonathan's website, www.cavenessadvisory.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
- Caveness Wealth 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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