Benjamin Armando Lopez
Advisor at PECUSAVVY Financial — El Paso, TX
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 66
Experience Industry experience
10 years
Location
El Paso, TX 79902
PECUSAVVY Financial
Independent
Total advisors
1Clients per advisor
16 TypicalAvg AUM per client
$570,490 TypicalHNW client ratio
38% HighBenjamin Lopez is a CFP® and holds a Series 66 license with 10 years of industry experience. He is the principal advisor at Pecusavvy Financial, an independent firm he founded in 2026. Prior to starting his own practice, Lopez worked at Morgan Stanley for seven years and Waddell & Reed for four years. He serves as a board member of the El Paso Estate Planning Council, supporting chapter growth and recruitment. Pecusavvy Financial provides wealth management, discretionary investment management, and financial planning services to individuals, high-net-worth clients, and retirement plan sponsors. The firm emphasizes a long-term investment approach based on fundamental analysis, utilizing low-cost mutual funds and ETFs, and offers specialized pension consulting and retirement plan advisory services.
Based on PECUSAVVY Financial
$0 - $500,000: 1.50% $500,001 - $2,000,000: 1.25% $2,000,001 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.75% Above $10,000,000+: 0.50%
Fee-only: Annual asset-based fees as per tiered schedule; fees paid in advance monthly.
El Paso, TX
1214 Montana Ave
El Paso TX 79902
Advisors at this office
1
Texas
10 years of industry experience
Pecusavvy Financial, LLC
2026 - Present • 1 year
El Paso, TX
Morgan Stanley
2019 - 2026 • 7 years
El Paso, TX
Waddell & Reed, Inc.
2015 - 2019 • 4 years
Corpus Christi, TX
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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