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Advisor

Anthony Hernandez

L&s Private Wealth · Oklahoma City, Oklahoma

Anthony Hernandez is a fee-only financial advisor at L&s Private Wealth in Oklahoma City, Oklahoma. L&s Private Wealth reports charging a percentage of assets and fixed fees on its Form ADV.

Percentage of assetsFixed fees Fee-only

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Facts

FirmL&s Private Wealth
Based in Oklahoma City, Oklahoma
Fee model (firm's Form ADV)Percentage of assets · Fixed fees
Assets under management$108.5M across 158 accounts
SEC registration Investment adviser representative in OK, TX · CRD 2258923
Exams passedSeries 63 (1992) · Series 65 (1999)
Firm size1 employee
Disclosures Reported; see the SEC record

How Anthony's firm compares

  • L&s Private Wealth's average account is about $687,000, from its Form ADV (assets managed divided by 158 accounts).

What fee-only advisors charge

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Questions about Anthony

Is Anthony Hernandez a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Anthony holds no broker registration, and L&s Private Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

How does Anthony charge for financial advice?

Anthony's firm, L&s Private Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

Where is Anthony Hernandez based?

Anthony Hernandez is based in Oklahoma City, Oklahoma.

Is Anthony Hernandez registered with the SEC?

Yes. Anthony Hernandez is registered as an investment adviser representative in OK and TX (CRD 2258923), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

How much does L&s Private Wealth manage?

L&s Private Wealth reports $108.5M across 158 accounts in assets under management.

How do I contact Anthony Hernandez?

Contact details aren't on file yet. Search for L&s Private Wealth.

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
  • 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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