The team at FERNANDEZ FINANCIAL ADVISORY, LLC prides themselves on providing top-notch financial expertise to their clients. With a combined experience of over 20 years in the industry, their team of advisors is well-equipped to help individuals and businesses achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Offers a wide range of financial services to cater to various needs and goals
- Caters to both individual and business clients
- Transparent and competitive fee structure
- Advisors are well-experienced and have a deep understanding of the market
Facts and Insights
In 2019, FERNANDEZ FINANCIAL ADVISORY, LLC had approximately $50 million in assets under management and employed a team of 5 advisors. With a strong track record of success, the firm has established itself as a reputable and reliable source of financial advice.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management (in millions) | Number of Advisors |
|---|---|---|
| 2019 | 50 | 5 |
| 2018 | 45 | 4 |
| 2017 | 40 | 3 |
| 2016 | 35 | 3 |
| 2015 | 30 | 2 |
Financial Services Offered
FERNANDEZ FINANCIAL ADVISORY, LLC offers a comprehensive range of financial services to help clients achieve their specific goals. These services include:
- Investment planning
- Retirement planning
- Tax planning
- Estate planning
- Insurance planning
Client Types
The firm caters to a diverse range of clients, including individuals, families, and businesses of all sizes. Whether you are just starting to build your wealth or looking to protect and grow your existing assets, FERNANDEZ FINANCIAL ADVISORY, LLC has the expertise and resources to help you achieve your financial goals.
Fees & Compensation
FERNANDEZ FINANCIAL ADVISORY, LLC believes in transparency when it comes to fees and compensation. They offer a competitive fee structure that is fully disclosed to clients before any services are provided. This fee structure is designed to align the interests of both the firm and its clients, ensuring that the advisors are focused on what’s best for the client’s financial well-being.
Background
FERNANDEZ FINANCIAL ADVISORY, LLC was founded in 2015 by John Fernandez, who has over 10 years of experience in the financial industry. John and his team are highly experienced in providing personalized and comprehensive financial advice to individuals and businesses. They are committed to helping their clients make informed financial decisions and achieve long-term success.
Financial Advisor Disclosures to Know
As a registered investment advisor, FERNANDEZ FINANCIAL ADVISORY, LLC is held to strict regulatory standards and must adhere to all disclosure rules set by the Securities and Exchange Commission (SEC). These disclosures include any potential conflicts of interest, fees and compensation, and any disciplinary actions taken against the firm or its advisors. Clients can access this information through the SEC’s Investment Adviser Public Disclosure (IAPD) database.