Paulo Lopes
Hourly or flat-fee, tax-aware planning for DIY investors, high earners and business owners who want a second set of eyes.
Woodmont Financial Partners LLC · Mesa, Arizona
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.
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Specialties
Who they serve
- High earners
- Pre-retirees
- Retirees
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.
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 |
| Accepting new clients | Yes |
| Credentials | CFP · JD |
| SEC registration | Investment adviser representative in AZ, MD, TX · CRD 7903390 |
| Exams passed | Series 65 (2023) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | woodmontfp.com |
| Profile |
How Paulo's firm compares
- Ongoing planning starts at $8,400 a year, above the Arizona median of $4,800 for fee-only firms that publish prices.
- A one-time plan starts at $6,000, above the Arizona median of $1,650 for fee-only firms that publish prices.
- The hourly rate is $375, above the US median of $300 for fee-only firms that publish prices.
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Questions about Paulo
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Advice-Only Network listing : advice-only practices, no product sales
- Woodmont Financial Partners LLC 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 21, 2026.
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