Policarpio Sanchez
Sanchez & Zures · Mclean, Virginia
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).
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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 | $241.9M across 476 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in DC, FL, TX, VA · CRD 2999412 |
| Exams passed | Series 65 (2001) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.szadvisors.com |
How Policarpio's firm compares
- The hourly rate is $200, below the Virginia median of $325 for fee-only firms that publish prices.
- Sanchez & Zures's average account is about $508,000, from its Form ADV (assets managed divided by 476 accounts).
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Questions about Policarpio
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.
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
- Sanchez & Zures 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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