A complete list of active advisors currently associated with Fernandez Financial Advisory, LLC

Warmer can help you find a great advisor at Fernandez Financial Advisory, LLC or one who fits your needs even better.

Fernandez Financial Advisory provides fee-only financial planning and investment management to individuals, families, trusts, estates, small businesses, and employee benefit plans. Services include ongoing portfolio management, hourly financial planning engagements, and pension consulting and education for plan fiduciaries and participants. The firm manages client accounts on a non-discretionary basis, executing transactions only with client approval under a limited trading authorization. Portfolios typically follow a strategic, core-and-satellite asset-allocation approach that emphasizes passive index and ETF core holdings complemented by active funds or individual securities selected through fundamental analysis and global diversification. Managing roughly $66.3 million for a modest client base, the predominance of non-discretionary assets is a notable departure from most independent advisers and influences how investment decisions and trade execution are conducted. The firm also offers participant-facing educational seminars and occasionally presents at third-party workshops for modest compensation, an offering that is relatively uncommon among peers; it operates as a fee-only adviser and does not accept commissions or sell proprietary products.

To learn more about the advisors currently working at Fernandez Financial Advisory, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.