Zachary Lopez is a CFP-designated registered investment advisor at Ancap Financial, based in League City, TX, with 5 years of industry experience. Zachary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 68 clients with $63M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AnCap Financial includes investment management at no additional charge for clients who engage the firm for ongoing wealth management services. For ongoing wealth management, AnCap Financial charges a recurring fixed fee paid monthly or quarterly in advance:
- Monthly payments — $833 to $4,200 per month
- Quarterly payments — $2,500 to $12,600 per quarter
The exact fee depends on your specific needs, the complexity of your financial situation, and the time and resources required.
Contact
Zachary Lopez
Location
League City, TX
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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 →Employment History
Current Registrations
Ancap Financial
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
State Registrations1 state
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.
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