Adrian Fernandez
Opal Advisors · Bellevue, Washington
Adrian Fernandez is a fee-only financial advisor at Opal Advisors in Bellevue, Washington. Adrian focuses on retirement planning, estate & legacy planning and tax planning. Opal Advisors reports charging a percentage of assets and performance-based fees on its Form ADV.
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Specialties
Facts
| Firm | Opal Advisors |
|---|---|
| Based in | Bellevue, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Performance-based fees |
| Accepting new clients | Yes |
| Assets under management | $174.0M across 381 accounts |
| SEC registration | Investment adviser representative in WA · CRD 8349131 |
| Exams passed | Series 65 (2026) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.opaladvisors.com |
How Adrian's firm compares
- Opal Advisors's average account is about $457,000, from its Form ADV (assets managed divided by 381 accounts).
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Questions about Adrian
Is Adrian Fernandez a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Adrian holds no broker registration, and Opal Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Adrian charge for financial advice?
Adrian's firm, Opal Advisors, reports charging a percentage of assets and performance-based fees on its SEC Form ADV.
Where is Adrian Fernandez based?
Adrian Fernandez is based in Bellevue, Washington.
What does Adrian specialize in?
Adrian's specialties include retirement planning, estate & legacy planning and tax planning.
Is Adrian Fernandez registered with the SEC?
Yes. Adrian Fernandez is registered as an investment adviser representative in WA (CRD 8349131), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Opal Advisors manage?
Opal Advisors reports $174.0M across 381 accounts in assets under management.
How do I contact Adrian Fernandez?
Through Adrian's website, www.opaladvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Opal Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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