# Paulo Lopes > Paulo Lopes is a fee-only financial advisor at Woodmont Financial Partners LLC in Mesa, Arizona, who holds the CFP and JD credentials. Paulo charges a subscription, a one-time planning fee and hourly fees (one-time plans from $6,000 and $375 an hour) and focuses on tax planning, estate & legacy planning and retirement planning. Page: https://find.wellspent.co/advisors/paulo-lopes/ Built from public directory listings; last checked April 21, 2026. ## Facts - **Firm:** Woodmont Financial Partners LLC - **Based in:** Mesa, Arizona - **Fee model:** Subscription; One-time planning fee; Hourly - **Fees (firm's website):** one-time plans from $6,000; $375 an hour - **Fees (Advice-Only Network profile):** subscription from $700 a month; one-time plans from $6,000; $375 an hour - **Works virtually:** Yes (firm's website) - **Accepting new clients:** Yes (firm's website) - **Credentials:** CFP, JD - **Specialties:** Tax planning, Estate & legacy planning, Retirement planning, Small business owners, Flat-fee planning, Sustainable & impact investing, Equity compensation - **Works with:** High earners, Pre-retirees, Retirees - **CRD:** 7903390 (https://adviserinfo.sec.gov/individual/summary/7903390) - **SEC registration:** Investment adviser representative in AZ, MD, TX - **Exams passed:** Series 65 (2023) - **Firm size:** 1 employee - **Disclosures:** None reported - **Website:** https://woodmontfp.com ## About Paulo Lopes is an attorney turned financial planner who started Woodmont Financial Partners to offer clear advice without sales pressure. Based in Arizona and working with clients nationwide, he mostly serves DIY investors, high earners and business owners who want a second set of eyes and a practical plan. Paulo works on multi-year tax strategy and Roth conversions, equity compensation, retirement income and Social Security timing, estate planning coordination with attorneys, portfolio guidance, and small business and real estate decisions. Planning is hourly or flat-fee, one-time or ongoing, with no commissions, product sales or AUM fees. Friends and family have brought him financial and estate questions for over twenty years, and serving on his employer's retirement plan committee showed him how much better plans work when they are built around people instead of products. ## Frequently asked questions ### Is Paulo Lopes a fee-only financial advisor? Yes. Paulo Lopes is listed in the XY Planning Network directory (XYPN members are fee-only) and the Advice-Only Network (advice-only practices, no product sales). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Paulo's firm. ### How does Paulo charge for financial advice? Paulo charges a subscription, a one-time planning fee and hourly fees. ### How much does Paulo charge? According to Woodmont Financial Partners LLC's website, checked October 28, 2026: one-time plans from $6,000; $375 an hour. ### Does Paulo work with clients virtually? Yes. Woodmont Financial Partners LLC says on its website that it works with clients remotely. ### Where is Paulo Lopes based? Paulo Lopes is based in Mesa, Arizona. ### What does Paulo specialize in? Paulo's specialties include tax planning, estate & legacy planning, retirement planning, small business owners, flat-fee planning and sustainable & impact investing. Paulo works with high earners, pre-retirees and retirees. ### What credentials does Paulo Lopes hold? Paulo Lopes holds the CFP and JD credentials. ### Is Paulo Lopes registered with the SEC? Yes. Paulo Lopes is registered as an investment adviser representative in AZ, MD and TX (CRD 7903390), per SEC Investment Adviser Public Disclosure data as of October 27, 2026. ### How do I contact Paulo Lopes? Through Paulo's website, woodmontfp.com. ## Sources - XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/paulo-lopes-47138): XYPN members are fee-only - Advice-Only Network listing: advice-only practices, no product sales - SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026 - The firm's website (https://woodmontfp.com/): specialties, clients served, and fees, checked October 28, 2026 --- Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.