Fernandez Wealth Management
Firm details
- Headquarters
- ,
- CRD number
- 337600
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI52.42%
- Individuals47.58%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Fernandez Wealth Management is an individual-owned LLC that serves primarily individual and family clients. The firm combines financial planning and portfolio management for individuals and small businesses with pension consulting services, and it also operates as an insurance broker. Its advisory fees are structured flexibly across asset-based fees, hourly charges, and fixed-fee arrangements. The firm reports affiliations with a broker‑dealer, another investment adviser, and an insurance company.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds90%
- Exchange Traded Equities6%
- Cash & Cash Equivalents4%
Contacts
1 of 1
Giovanni Fernandez
Founder & Financial AdvisorCRD 6009365
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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