HERNANDEZ FINANCIAL

Overview

Hernandez Financial operates as a sole-proprietor independent RIA focused on individual and family clients, offering financial planning and portfolio management for individuals and small businesses. The firm also acts as an insurance broker, which shapes part of its product mix and client solutions. Fee arrangements are flexible, including a percentage of AUM, hourly charges and fixed-fee engagements, allowing the advisor to serve both asset-based and project-based relationships. Investment activity centers on publicly offered pooled vehicles, with a strong tilt toward mutual funds and other public funds. The adviser does not present itself as a capital allocator to third‑party private alternative managers and is not identified as an active ESG investor. Given the client base and service set, Hernandez Financial appears to prioritize straightforward, liquid investment solutions and insurance-based products for wealth management and risk transfer needs.

Assets & Accounts

Investments & Alternatives

Location & Offices