Fernandez Wealth Management

Overview

Fernandez Wealth Management is a Florida-based limited liability company that serves individual and family clients. The firm is owned by an individual and combines financial planning with portfolio management services aimed at individuals and small businesses; its service menu also lists pension consulting. It operates as an insurance broker and maintains industry relationships that include a broker-dealer and an insurance company, alongside its role as an investment adviser. Fee arrangements include a percentage-of-AUM option as well as hourly and fixed-fee engagements. The firm does not identify as an active ESG investor and is not described as a multi-state adviser.

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Location & Offices