RIA Intel›Advisers›California›FERNANDEZ FINANCIAL ADVISORY, L.L.C.

FERNANDEZ FINANCIAL ADVISORY, L.L.C.

Advisory

LOS ALAMITOS, CA

Data as of Mar 26, 2026 · Source: SEC Form ADV

Rank in CA
#3,184
of 5,480 advisers by AUM
Average account
$449K
across 147 accounts
AUM per adviser
$66M
1 advisers

Source: SEC Form ADV. Figures as filed Mar 26, 2026.

Total AUM
$66M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$66M
Discretionary AUM$0
Non-Discretionary AUM$66M
Discretionary %0%
Total Clients54
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

PLEXUS FINANCIAL GROUP, INC.
LAKE FOREST, CA
$66M
+0.1% 1Y
LAGUNA FINANCIAL GROUP, INC.
LAGUNA BEACH, CA
$66M
-1.3% 1Y
MCCLURE INVESTMENT MANAGEMENT, LLC
$66M
GLENN MORRIS, INC.
ANDERSON, CA
$66M
FLEMING, ANN MURIEL
WALNUT CREEK, CA
$66M
TRW INVESTMENTS, LLC
LOS ANGELES, CA
$66M
-11.0% 1Y

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