Kirsten Lopez
Metz Capital Management · Lewes, Delaware
Kirsten Lopez is a fee-only financial advisor at Metz Capital Management in Lewes, Delaware, who holds the CFP credential. Kirsten charges an ongoing planning fee.
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Facts
| Firm | Metz Capital Management |
|---|---|
| Based in | Lewes, Delaware |
| Fee model | Ongoing planning fee |
| Assets under management | $107.9M across 462 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in DE · CRD 5897006 |
| Exams passed | Series 66 (2016) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.metzcapitalmanagement.com |
How Kirsten's firm compares
- Metz Capital Management's average account is about $234,000, from its Form ADV (assets managed divided by 462 accounts).
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Questions about Kirsten
Is Kirsten Lopez a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kirsten holds no broker registration, and Metz Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kirsten charge for financial advice?
Kirsten charges an ongoing planning fee.
Where is Kirsten Lopez based?
Kirsten Lopez is based in Lewes, Delaware.
What credentials does Kirsten Lopez hold?
Kirsten Lopez holds the CFP credential.
Is Kirsten Lopez registered with the SEC?
Yes. Kirsten Lopez is registered as an investment adviser representative in DE (CRD 5897006), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Metz Capital Management manage?
Metz Capital Management reports $107.9M across 462 accounts in assets under management.
How do I contact Kirsten Lopez?
Through Kirsten's website, www.metzcapitalmanagement.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
- Metz Capital Management 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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