PlannerFees

Hernandez Financial fees and pricing

Financial planner in Sunnyside, Washington. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 9, 2026, Hernandez Financial charges $100 an hour and a flat or project fee of $550⁠-⁠$1,450 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 9, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$100/hr
“The negotiable hourly fee is $100.00 up to $200.00/hour and is paid after the consultations.”
Flat or project fee
$550⁠-⁠$1,450
“Written financial plan fees range from $550 to $1,450 depending on the complexity of your financial situation.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Hernandez Financial bills

Payment and refund terms, quoted from the fee section of the brochure.

  • “Fee will be due upon completion of the tax-return.”
  • “Hourly fees are billed at the end of the month they were incurred.”
  • “We are required to send invoices to you whenever we deduct fees from your account(s).”

How Hernandez Financial’s fees compare

  • Its hourly rate of $100 is below the Washington median of $300. None of the 216 other Washington planners that publish an hourly rate charge less.
  • Its flat or project fee of $550-$1,450 is below the Washington median of $3,250. 13% of the 103 other Washington planners that publish a flat or project fee charge less.

About Hernandez Financial

“Description of advisory services we offer Hernandez Financial has always been a small firm specializing in financial planning and managing client portfolios.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Registered as an adviser: 2011 (15 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • 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
1.25% a year
Clients
101
Employees
1
Works with
Individuals
Services reported to regulators
Financial planning and portfolio management for individuals and small businesses
Assets managed
$19,475,000
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
156433
Website
fee-planner.com (opens in new tab)
Phone
(509) 839-1002

Other planners in Sunnyside that publish fees

Compare all 370 planners in Washington

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.