Tommy Lopez
Coffeehouse Capital LLC | Financial Planning and Wealth Management · Fresno, California
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.
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Specialties
Who they serve
- Tech employees
- Physicians
- Retirees
- Pre-retirees
- Early-career professionals
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 |
| Accepting new clients | Yes |
| Assets under management | $10.7M across 46 accounts |
| Credentials | CFP · CRPC |
| SEC registration | Investment adviser representative in CA · CRD 5586802 |
| Exams passed | Series 66 (2009) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | coffeehousecapital.com |
| Profile |
How Tommy's firm compares
- A one-time plan starts at $2,500, in line with the California median of $2,500 for fee-only firms that publish prices.
- The hourly rate is $250, below the California median of $300 for fee-only firms that publish prices.
- Coffeehouse Capital LLC | Financial Planning and Wealth Management's average account is about $233,000, from its Form ADV (assets managed divided by 46 accounts).
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Questions about Tommy
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Coffeehouse Capital LLC | Financial Planning and Wealth Management 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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