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- Custodian
- Charles Schwab & Company · TD Ameritrade · Tiaa · Vanguard
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-18-2003
- Office Locations
- 1
Office Locations
About Wealth Engineering, LLC
Wealth Engineering is an independent, fee-only RIA based in Scottsdale (Phoenix area) led by CFP David J. Fernandez. The firm provides ongoing investment management paired with comprehensive financial planning, with a client focus on high-net-worth individuals nearing retirement, recently retired, or in life transition. Planning includes retirement, estate, Social Security/Medicare, tax, and risk management, and portfolios are custodied through providers including Schwab. The team is also tapped by major media for market commentary.
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Owner & Executives
DAVID JOHN FERNANDEZ
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member
- CRD
- #2718232
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $170,961,151 | $780,645 |
| Non-Discretionary | $0 | -- |
| Total | $170,961,151 | $780,645 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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