Firmament Financial fees and pricing
Financial planner in Reno, Nevada. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated August 25, 2026, Firmament Financial charges $200-$500 an hour, a flat or project fee of $3,000, and a quarterly fee of $750 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 25, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200-$500/hr
“Financial Planning fee is an hourly rate between $200.00 and $500.00 per hour, depending on complexity.”
- Flat or project fee
- $3,000
“Comprehensive Financial Planning Comprehensive Financial Planning consists of an a) upfront fee of $3,000 and b) an ongoing fee that is paid quarterly, in advance. 8 The upfront fee of $3,000 for Comprehensive Financial Planning is for Client onboarding, data gathering, collaborative and iterative meetings with the…”
- Quarterly fee
- $750/qtr
“For clients not paying a percentage of AUM, the ongoing fee for Comprehensive Financial Planning is at the rate of $750 per quarter.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Firmament Financial bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Advisory fees are directly debited from Client accounts, or the Client may choose to pay by check.”
- “An account may be terminated with written notice at least 30 calendar days in advance.”
- “The upfront fee may be negotiable in certain cases and may vary due to level of complexity and scope of client needs.”
How Firmament Financial’s fees compare
- Its hourly rate of $200-$500 spans the Nevada median of $300. 53% of the 64 other Nevada planners that publish an hourly rate charge less.
- 12 of the 21 other planners in Reno that publish an hourly rate charge less.
- Its flat or project fee of $3,000 is below the Nevada median of $5,000. 32% of the 50 other Nevada planners that publish a flat or project fee charge less.
- 2 of the 10 other planners in Reno that publish a flat or project fee charge less.
About Firmament Financial
- Principal: Lee Hernandez
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2019 (7 years).
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
- 52
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and other services
- Assets managed
- $31,747,542
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 304536
- Phone
- (202) 258-8824
Can advise clients in 2 states: California, Nevada
Other planners in Reno that publish fees
- Advowealth Advisors, LLCReno$350/hr, $750-$10,000
- Alchemy Wealth ManagementReno$350/hr, $5,000-$15,000
- Athena Wealth Management, LLCReno$500/hr, $1,000-$10,000
- Belpointe Asset Management LLCReno$500/hr
- Caskwise Capital IncReno$3,500-$15,000, $1,200/qtr
- Discretionary Inc.Reno$350/hr, $5,000
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.