Jonathan Lopez
Experienced entrepreneurs helping business owners pay less in taxes and build wealth.
Truvize Financial Planning · El Paso , Texas
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.
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Specialties
Who they serve
- HENRY (High Earners, Not Rich Yet)
- High earners
- Founders
- Early-career professionals
- Pre-retirees
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.
Services
- 401(k) & IRA Management
- Asset Allocation
- Business Succession Planning
- Cash Flow Planning
- Charitable Giving
- College/Education Planning
- Debt Management
- Education Planning
- Estate Planning
- Executive Compensation
- Exit Planning
- Family Wealth Transfer
- Financial Planning
- Insurance Planning
- Insurance/Risk Management
- Investment Management
- Liquidity & Exit Planning
- Pension Planning
- Philanthropic Planning
- Portfolio Management
- Portfolio Rebalancing
- Retirement Planning
- Risk Management
- Real Estate Advisory
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 |
| Assets under management | $25M - $100M |
| Firm founded | 2017 |
| Firm size | 2 - 5 employees |
| Investment approach | Passive management |
| SEC registration | Investment adviser representative in TX · CRD 5783350 |
| Exams passed | Series 65 (2010) · Series 63 (2010) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | Truvize.com |
| Profile |
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Questions about Jonathan
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- Public advisor directory : listed as fee-only
- Truvize Financial Planning 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 25, 2026.
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