CRD: 112954
Fernandez Financial Advisory, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-06-2005
- Office Locations
- 1
Office Locations
About Fernandez Financial Advisory, LLC
Fernandez Financial Advisory, LLC is a fee-only registered investment advisor providing personal financial planning and ongoing advice for U.S. investors. The firm focuses on helping individuals and families navigate risk, debt, savings, and long-term goals, with planning support that can include tax and estate considerations. Portfolios are built around asset allocation using vehicles such as mutual funds, ETFs, and fixed income. Uses Charles Schwab & Co. as custodian.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
DELIA MARIE FERNANDEZ
Owner, PRINCIPAL
- CRD
- #2312173
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $66,000,000 | -- |
| Total | $66,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $66,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $275,024,295 | 23.2% |
| Equity - Exchange | $143,439,395 | 12.1% |
| Municipal Bonds | $123,286,753 | 10.4% |
| Cash | $155,293,891 | 13.1% |
| Corporate - Investment Grade | $252,500,754 | 21.3% |
| U.S. Government/Agency | $235,904,460 | 19.9% |
| Total | $1,185,449,548 | 100.0% |