Fernandez Financial Advisory, LLC fees and pricing
Financial planner in Los Alamitos, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 26, 2026, Fernandez Financial Advisory, LLC charges $350 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $350/hr
“For financial planning services, FFA charges clients an hourly rate of $350.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Fernandez Financial Advisory, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Billing Investment advisory fees are billed, quarterly, in arrears based upon the assets under FFA’s management on the last day of each quarter.”
- “Meaning, FFA bills the client after the three-month billing period has ended.”
- “The client must consent in advance to the direct debiting of FFA’s fee from their investment account.”
How Fernandez Financial Advisory, LLC’s fees compare
- Its hourly rate of $350 is above the California median of $300. 58% of the 932 other California planners that publish an hourly rate charge less.
About Fernandez Financial Advisory, LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2005 (21 years).
Planning areas mentioned in the brochure
- Estate planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 54
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
- Assets managed
- $66,000,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 112954
- Phone
- (562) 594-4454
Other planners in Los Alamitos that publish fees
- Asset Planning, IncLos Alamitos$250-$500/hr
- 10/28 Wealth Management LLCOceanside$300/hr, $500-$10,000
- 360DividendsGranite Bay$300/hr, $2,500-$10,000
- 3D Holistic WealthIrvine$300/hr, $1,500-$10,000
- 401 FinancialSan Diego$250/hr, $500
- 5T Wealth, LLCNapa$200-$450/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.