# Policarpio Sanchez

> Policarpio Sanchez is a fee-only financial advisor at Sanchez & Zures in Mclean, Virginia, who holds the CFP credential. Policarpio charges hourly fees, a percentage of assets and a one-time planning fee ($200 an hour and 1% a year on the first tier of assets managed).

Page: https://find.wellspent.co/advisors/policarpio-sanchez/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Sanchez & Zures
- **Based in:** Mclean, Virginia
- **Fee model:** Hourly; Percentage of assets; One-time planning fee
- **Fees (firm's website):** $200 an hour; 1% a year on the first tier of assets managed
- **Assets under management (firm):** $241.9M across 476 accounts
- **Credentials:** CFP
- **CRD:** 2999412 (https://adviserinfo.sec.gov/individual/summary/2999412)
- **SEC registration:** Investment adviser representative in DC, FL, TX, VA
- **Exams passed:** Series 65 (2001)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.szadvisors.com

## Frequently asked questions

### Is Policarpio Sanchez a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Policarpio holds no broker registration, and Sanchez & Zures reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Policarpio charge for financial advice?

Policarpio charges hourly fees, a percentage of assets and a one-time planning fee.

### How much does Policarpio charge?

According to Sanchez & Zures's website, checked October 30, 2026: $200 an hour; 1% a year on the first tier of assets managed.

### Where is Policarpio Sanchez based?

Policarpio Sanchez is based in Mclean, Virginia.

### What credentials does Policarpio Sanchez hold?

Policarpio Sanchez holds the CFP credential.

### Is Policarpio Sanchez registered with the SEC?

Yes. Policarpio Sanchez is registered as an investment adviser representative in DC, FL, TX and VA (CRD 2999412), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Sanchez & Zures manage?

Sanchez & Zures reports $241.9M across 476 accounts in assets under management.

### How do I contact Policarpio Sanchez?

Through Policarpio's website, www.szadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2999412): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (http://www.szadvisors.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.