# Jonathan Lopez

> Jonathan Lopez is a fee-only financial advisor at Truvize Financial Planning in El Paso , Texas. Jonathan charges a percentage of assets, a subscription and a one-time planning fee (ongoing planning from $4,200 a year and one-time plans from $3,000) and focuses on small business owners, retirement planning and family wealth transfer.

Page: https://find.wellspent.co/advisors/jonathan-lopez/
Built from public directory listings; last checked April 25, 2026.

## Facts

- **Firm:** Truvize Financial Planning
- **Based in:** El Paso , Texas
- **Fee model:** Percentage of assets; Subscription; One-time planning fee
- **Fees (firm's website):** ongoing planning from $4,200 a year; one-time plans from $3,000; 0.35% a year on the first tier of assets managed
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $25M - $100M
- **Specialties:** Small business owners, Retirement planning, Family wealth transfer, Pension planning, Real estate investors, Tax planning, Founders (pre-exit), Estate & legacy planning, Equity compensation
- **Works with:** HENRY (High Earners, Not Rich Yet), High earners, Founders, Early-career professionals, Pre-retirees
- **CRD:** 5783350 (https://adviserinfo.sec.gov/individual/summary/5783350)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 65 (2010), Series 63 (2010)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** Truvize.com

## About

Truvize specializes in financial planning and tax planning for business owners and independent contractors with profits between $300k-$1M. Our planners have founded startups, bought and sold businesses and dealt with the daily stresses you face.

## Frequently asked questions

### Is Jonathan Lopez a fee-only financial advisor?

Yes. Jonathan Lopez is listed in the public advisor directory (listed as fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Jonathan's firm.

### How does Jonathan charge for financial advice?

Jonathan charges a percentage of assets, a subscription and a one-time planning fee.

### How much does Jonathan charge?

According to Truvize Financial Planning's website, checked October 28, 2026: ongoing planning from $4,200 a year; one-time plans from $3,000; 0.35% a year on the first tier of assets managed.

### Where is Jonathan Lopez based?

Jonathan Lopez is based in El Paso , Texas.

### What does Jonathan specialize in?

Jonathan's specialties include small business owners, retirement planning, family wealth transfer, pension planning, real estate investors and tax planning. Jonathan works with HENRY (High Earners, Not Rich Yet), high earners, founders, early-career professionals and pre-retirees.

### Is Jonathan Lopez registered with the SEC?

Yes. Jonathan Lopez is registered as an investment adviser representative in TX (CRD 5783350), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Truvize Financial Planning manage?

Truvize Financial Planning reports $25M - $100M in assets under management.

### How do I contact Jonathan Lopez?

Through Jonathan's website, Truvize.com.

## Sources

- Public advisor directory: listed as fee-only
- 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.truvize.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.