Advisor at Pecusavvy Financial, LLC
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.
Firm
Pecusavvy Financial, LLC
Location
El Paso, TX 79902
Credentials
CFP®, Series 66
Industry experience
10 years
Benjamin Lopez is a CFP® with 10 years of experience in financial services. He is the sole advisor at Pecusavvy Financial, LLC and has prior experience at Morgan Stanley Private Bank and Waddell & Reed, Inc. Lopez serves as a board member of the El Paso Estate Planning Council. Pecusavvy Financial, LLC provides discretionary investment management, wealth management, and comprehensive financial planning to individuals, high-net-worth clients, and retirement plans. The firm’s investment approach focuses on fundamental analysis and long-term strategies using low-cost, diversified mutual funds and ETFs, with specialized pension consulting and retirement-plan advisory services.
Based on Pecusavvy Financial, LLC
$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% $10,000,001+: 0.50%
Fee-only: Wealth management fees based on tiered schedule; Retirement plan advisory fees up to 0.20% annually
1214 Montana Ave
El Paso, TX 79902
Texas
Pecusavvy Financial, LLC
2026 - Present (1 year)
Morgan Stanley Private Bank, N.A
2019 - Present (7 years)
Morgan Stanley
2019 - 2026 (7 years)
Waddell & Reed, Inc.
2015 - 2019 (4 years)
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
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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.
Series 65
El Paso, TX
Retirement Resources Wealth Management, Lp
Series 65
El Paso, TX
Rockbound Wealth Management
Series 65
El Paso, TX
J Beaver Investment Advisors Inc
Series 65
El Paso, TX
Cimarron Capital Management, LLC
Series 63, Series 65
El Paso, TX
Truvize Financial Planning
CFP®, Series 63, Series 65
El Paso, TX
PathFinder Financial Services
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")