FERNANDEZ FINANCIAL ADVISORY, LLC

Overview

Fernandez Financial Advisory, LLC is an independent registered investment adviser that focuses on serving individual and family clients with financial planning, portfolio management for individuals and small businesses, and educational workshops. The firm charges fees by percentage of assets under management and also offers hourly and fixed-fee arrangements, which allows flexibility for both ongoing advisory relationships and one-off planning engagements. Investment activity is weighted toward public pooled vehicles—mutual funds and other public funds represent the largest single sleeve of assets—while the firm also allocates to third-party alternative managers in select sectors. The adviser operates primarily on a non‑discretionary basis, maintaining client-directed accounts where the adviser implements recommendations rather than exercising unilateral trading authority. Fernandez Financial Advisory is not an active ESG investor and does not position itself as a multi‑state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices