Albert Lopez
Albert Lopez is a CFP-designated registered investment advisor at Iwc Financial Planning, based in Edinburg, TX, with 27 years of industry experience. Albert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more.
Compensation
Firm Size
IM Fee
Fee Structure
- Comprehensive financial plan - Fees are charged monthly, flat, or hourly, not to exceed $15,000. The specific fee depends on the complexity of the plan and is negotiable.
- Participant Consulting Advice Services - Financial advice to qualified plan participants, including investment planning on ERISA covered qualified plans. Fees may be charged on a flat fee or hourly basis.
- Planning Website Subscription - $30 per month for maintenance of the client’s website. This service does not include investment advice or financial planning.
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
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