Monique San Miguel Lopez
SAS Financial Advisors, LLC. · San Francisco, California
Monique San Miguel Lopez is a fee-only financial advisor at SAS Financial Advisors, LLC. in San Francisco, California. SAS Financial Advisors, LLC. reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Monique →
Facts
| Firm | SAS Financial Advisors, LLC. |
|---|---|
| Based in | San Francisco, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $167.0M across 471 accounts |
| SEC registration | Investment adviser representative in CA, NY · CRD 6543655 |
| Exams passed | Series 66 (2016) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.sasadvisors.com |
How Monique's firm compares
- SAS Financial Advisors, LLC.'s average account is about $355,000, from its Form ADV (assets managed divided by 471 accounts).
Request an introduction to Monique
Tell Monique a little about what you're looking for. Monique isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Monique
Is Monique San Miguel Lopez a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Monique holds no broker registration, and SAS Financial Advisors, LLC. reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Monique charge for financial advice?
Monique's firm, SAS Financial Advisors, LLC., reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Monique San Miguel Lopez based?
Monique San Miguel Lopez is based in San Francisco, California.
Is Monique San Miguel Lopez registered with the SEC?
Yes. Monique San Miguel Lopez is registered as an investment adviser representative in CA and NY (CRD 6543655), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does SAS Financial Advisors, LLC. manage?
SAS Financial Advisors, LLC. reports $167.0M across 471 accounts in assets under management.
How do I contact Monique San Miguel Lopez?
Through Monique's website, www.sasadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in San Francisco
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
- 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.
See something wrong? Request a correction. Read our methodology.