# Tommy Lopez

> Tommy Lopez is a fee-only financial advisor at Coffeehouse Capital LLC | Financial Planning and Wealth Management in Fresno, California, who holds the CFP and CRPC credentials. Tommy charges hourly fees and a one-time planning fee (one-time plans from $2,500 and $250 an hour) and focuses on equity compensation, physicians & residents and small business owners.

Page: https://find.wellspent.co/advisors/tommy-lopez/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Coffeehouse Capital LLC | Financial Planning and Wealth Management
- **Based in:** Fresno, California
- **Fee model:** Hourly; One-time planning fee
- **Fees (firm's website):** one-time plans from $2,500; $250 an hour; 1% a year on the first tier of assets managed; no asset minimum
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $10.7M across 46 accounts
- **Credentials:** CFP, CRPC
- **Specialties:** Equity compensation, Physicians & residents, Small business owners, Retirement planning, Estate & legacy planning, Tax planning
- **Works with:** Tech employees, Physicians, Retirees, Pre-retirees, Early-career professionals
- **CRD:** 5586802 (https://adviserinfo.sec.gov/individual/summary/5586802)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 66 (2009)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://coffeehousecapital.com

## Frequently asked questions

### Is Tommy Lopez a fee-only financial advisor?

Yes. Tommy Lopez is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Tommy's firm.

### How does Tommy charge for financial advice?

Tommy charges hourly fees and a one-time planning fee.

### How much does Tommy charge?

According to Coffeehouse Capital LLC | Financial Planning and Wealth Management's website, checked October 28, 2026: one-time plans from $2,500; $250 an hour; 1% a year on the first tier of assets managed; no asset minimum.

### Does Tommy work with clients virtually?

Yes. Coffeehouse Capital LLC | Financial Planning and Wealth Management says on its website that it works with clients remotely.

### Where is Tommy Lopez based?

Tommy Lopez is based in Fresno, California.

### What does Tommy specialize in?

Tommy's specialties include equity compensation, physicians & residents, small business owners, retirement planning, estate & legacy planning and tax planning. Tommy works with tech employees, physicians, retirees, pre-retirees and early-career professionals.

### What credentials does Tommy Lopez hold?

Tommy Lopez holds the CFP and CRPC credentials.

### Is Tommy Lopez registered with the SEC?

Yes. Tommy Lopez is registered as an investment adviser representative in CA (CRD 5586802), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Coffeehouse Capital LLC | Financial Planning and Wealth Management manage?

Coffeehouse Capital LLC | Financial Planning and Wealth Management reports $10.7M across 46 accounts in assets under management.

### How do I contact Tommy Lopez?

Through Tommy's website, coffeehousecapital.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/48479): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://coffeehousecapital.com/): specialties, clients served, and fees, checked October 28, 2026

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