Lee Joseph Hernandez
Advisor at Firmament Financial — Reno, NV
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.
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.
Credentials
CFP®, CFA®, Series 63, Series 65
Experience Industry experience
7 years
Location
Reno, NV
Firmament Financial
Independent
Total advisors
1Clients per advisor
52 HighAvg AUM per client
$603,404 TypicalHNW client ratio
21% TypicalLee Hernandez is a CFP® and CFA® credentialed financial advisor with seven years of industry experience. He is the sole advisor at Firmament Financial in Reno, NV, where he has worked since 2019. His prior experience includes roles at Lumos & Associates, the University of Nevada, Reno, Catholic Charities of Northern Nevada, Monarch Casino and Resort, and AES Corp. Hernandez also provides tax preparation services to advisory clients through Firmament Financial. Firmament Financial is a state-registered independent adviser serving individuals, high-net-worth clients, businesses, and charitable organizations. The firm offers investment management, financial planning, business planning, and tax return preparation, focusing primarily on passive investment management with some tactical strategies, and maintains continuous portfolio supervision under discretionary authority.
Based on Firmament Financial
Based on Firmament Financial
Financial Planning fixed fees range from $500 to $3,000. Upfront comprehensive planning fee of $3,000
$0 - $299,999: None; however client must be enrolled in comprehensive financial planning $300,000 - $1,999,999: 1.00% $2,000,000 - $3,999,999: 0.90% $4,000,000 - $5,999,999: 0.85% $6,000,000 - $7,999,999: 0.80% $8,000,000 - $9,999,999: 0.75% $10,000,000 - $11,999,999: 0.70% $12,000,000 - $14,999,999: 0.65% $15,000,000 - $19,999,999: 0.60% $20,000,000+: 0.55%
Financial planning hourly fees between $200 and $500 per hour, depending on complexity
Comprehensive Financial Planning ongoing fee paid quarterly in advance, $750 per quarter (may vary)
Fee-only: Fixed fee for financial planning between $500 and $3,000; Hourly fee between $200 and $500 per hour; Comprehensive Financial Planning ongoing fee $750 per quarter; Upfront comprehensive planning fee $3,000
Reno, NV
Reno NV
Advisors at this office
1
California · Nevada
7 years of industry experience
Catholic Charities of Northern Nevada
2024 - 2024 • 1 year
Reno, NV
Lumos & Associates, Inc
2021 - 2024 • 3 years
Reno, NV
University of Nevada, Reno
2020 - 2021 • 1 year
Reno, NV
Catholic Charities of Northern Nevada
2020 - 2021 • 1 year
Reno, NV
Firmament Financial, LLC
2019 - Present • 7 years
Reno, NV
Monarch Casino and Resort, Inc.
2018 - 2020 • 2 years
Reno, NV
AES Corp
2015 - 2018 • 3 years
Arlington, VA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
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.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
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. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)