user avatar

Tina Louise Hernandez

Advisor at Rival Capital Management, LLC — Southlake, TX

Updated today

Credentials

Series 63, Series 65

Experience

16 years

Location

Southlake, TX

Rival Capital Management, LLC logo

Rival Capital Management, LLC

Supported

Total advisors

3

Clients per advisor

3 Very Low

Avg AUM per client

$300,000 Very Low

HNW client ratio

0% Very Low

About

Tina Hernandez is a financial advisor at Rival Capital Management, LLC with 16 years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including Norcap Investment LP, SUB Saharan Opportunity Fund, and Tugar Capital Management, L.P. Rival Capital Management, LLC provides discretionary portfolio management and project-based financial planning to individual and high-net-worth clients. The firm focuses on tailored investment strategies that consider clients' objectives, risk tolerance, and time horizon, using methods such as asset allocation and technical analysis.

Client services

Based on Rival Capital Management, LLC

Financial planning Portfolio management

Expertise

Based on Rival Capital Management, LLC

Annuities

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Financial planning and consulting fixed fees range from $1,000 to $10,000 per project, charged in advance with half due upfront and half upon delivery

Percentage

1.5% annually, charged quarterly in advance (0.375% per quarter)

Other

Account minimum: $1,000,000

Location

Southlake, TX

Southlake TX

Advisors at this office

3

Most active in

Texas

Work history

16 years of industry experience

Rival Capital Management LP

2024 - Present • 2 years

Southlake, TX

WPA Family Office, LLC

2024 - 2025 • 1 year

Dallas, TX

UnEmployed

2024 - 2024 • 1 year

Dallas, TX

Norcap Investment LP

2020 - 2022 • 2 years

Dallas, TX

SUB Saharan Opportunity Fund

2017 - 2023 • 6 years

Dallas, TX

Kenwood Advisors

2016 - 2017 • 1 year

Dallas, TX

Tugar Capital Management, L.P.

2006 - 2014 • 8 years

Dallas, TX

Tugar Capital Management, L.P.

2004 - 2006 • 2 years

Dallas, TX

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Vijay D

Series 65

Northlake, TX

Auri Wealth Advisors

Vijay Duraipalam is a financial advisor at Auri with a Series 65 designation and experience beginning in 2025. Prior to joining Auri, he worked at Charles Schwab and several other companies across various industries. Auri is a Texas-registered investment adviser serving individual investors and small businesses with model portfolios mainly composed of ETFs and mutual funds. The firm emphasizes long-term strategic asset allocation and passive, diversified exposure, offering both discretionary and non-discretionary management alongside digital tools and financial planning support.

Passive / index investing Wealth management ESG / Sustainable investing

Christopher S

CFP®, Series 66

Northlake, TX

Retire With Swan

Christopher Swan is a CFP® professional with nine years of industry experience. He is the sole advisor at Retire With Swan, an independent firm he founded in 2020. Prior to this, he worked at Merrill Lynch, Charles Schwab, & Edward Jones. Retire With Swan focuses on retirement-centered financial planning and discretionary investment management for individual and high-net-worth clients. The firm employs a goals-based, long-term investment approach emphasizing strategic asset allocation, diversification, and regular portfolio monitoring.

Retirement income strategy Social Security optimization Income planning General tax planning Retirement withdrawal strategies Retired Approaching retirement Retired
user avatar

John W

Series 63, Series 65, Series 66

Dallas, TX

Coppell Advisory Solutions LLC

John Wessels is a financial advisor at Coppell Advisory Solutions LLC with 17 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Fusion Capital Management, Wessels Financial Services, Merrill, Northwestern Mutual Investment Management, and Robert Baird & Co. since 2002. Outside of advising, he is involved in insurance life and annuity sales as an agent and owner. Coppell Advisory Solutions LLC provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plan participants, trusts, estates, charitable organizations, and business entities. The firm employs a broad investment toolkit and an open-architecture platform, managing over $1.1 billion in client assets as of December 31, 2025.

Retirement income strategy General estate planning guidance Cash flow / budgeting Concentrated stock management Private / alternative investments Executive Founder/Business Owner

Robert H

CFP®, Series 7, Series 66, Series 24

Grapevine, TX

Raymond James Financial

Robert Hrnicek is a CFP® professional with 24 years of experience in the financial services industry. He is currently affiliated with Raymond James Financial and has previously worked at Wells Fargo Advisors, Morgan Stanley and Merrill Lynch. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, supporting clients through tailored strategies and a broad affiliate network.

General retirement planning Roth conversion strategy Early retirement planning Income planning Founder/Business Owner Executive Approaching retirement Established Professionals Retired Mid-Career Professionals
user avatar

Dominic Hilario J

Series 65

Flower Mound, TX

DEAJ Insurance and Investments Consulting

Dominic Hilario Javier is the principal of DEAJ Insurance and Investments Consulting, holding a Series 65 license and entering his first year in the financial advisory industry. He has prior experience with DEAJ Investments LLC and SGC Investments Limited. Outside of advisory services, he is involved with DEAJ Oil and Gas Consulting. DEAJ Insurance and Investments Consulting provides financial planning and non-discretionary investment advisory services to individuals, families, businesses, and nonprofit organizations. The firm combines licensed insurance brokerage and risk-management services with investment advice, offering portfolio approaches that include both third-party managed accounts and actively managed investments across a broad range of asset classes.

Wealth management Retirement income strategy
user avatar

Kyle L

Series 65

Colleyville, TX

Bard Investment Group, LLC

Kyle Lee is a financial advisor at Bard Investment Group, LLC, holding a Series 65 credential with one year of industry experience. Prior to founding Bard Investment Group in 2025, he worked at American First Finance, People 2.0, ACE Cash Express, and D.R. Horton. In addition to his advisory role, he maintains a separate contract programming business. Bard Investment Group provides financial planning, portfolio management, and educational seminars primarily for individuals, high-net-worth individuals, and small businesses. The firm emphasizes low-cost, broadly diversified index funds and ETFs, with portfolio management conducted on a non-discretionary basis and regular client reviews.

General retirement planning College savings (529s, UTMA, etc.) Cash flow / budgeting
Warmer team member

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.

Find your advisor

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”)