Albert Lopez
Albert Lopez is a CFP-designated registered investment advisor at Iwc Financial Planning, based in Edinburg, TX, with 28 years of industry experience. Albert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Federal Employees, Financial Planning & Coaching, and 4 more.
Compensation
Firm Size
IM Fee
Fee Structure
IWC Financial Planning offers ongoing financial guidance programs and website subscription options to help clients continuously monitor their financial lives.
- Monthly Subscription — Fees depend on plan complexity, with a maximum total of $15,000 charged over the course of 12 months. This includes continuous financial guidance and access to a secure personal financial planning website.
- Planning Website Subscription — $30 per month for clients who only want access to the secure financial website to consolidate and track their accounts, assets, and documents without comprehensive financial planning advice.
- Comprehensive Financial Plan (Flat Fee) — Flat fee based on plan complexity, not to exceed $15,000.
- Comprehensive Financial Plan (Hourly) — $250 per hour, with total costs generally ranging from 6 to 40 hours of work (typically $1,500 to $10,000) depending on complexity, not to exceed $15,000 total.
- Participant Consulting Advice Services — Flat fee or hourly rates for advice provided to qualified retirement plan participants.
Location
4812 S Jackson Rd, Edinburg, TX, 78539
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Albert is a VP for his wife's professional association, meets and discusses business strategies, and dedicates minimal time to this. He also operates several businesses, including real estate rental, tax preparation, and financial planning, and spends about a quarter of his time on his LPL business DBA.
Employment History
Current Registrations
Iwc Financial Planning
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations29 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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