David Fernandez
Wealth Engineering, LLC · Scottsdale, Arizona
David Fernandez is a fee-only financial advisor at Wealth Engineering, LLC in Scottsdale, Arizona, who holds the BS and CFP credentials. David charges an ongoing planning fee and focuses on retirement planning.
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Specialties
Who they serve
- Pre-retirees
- Retirees
- Mid-life transitions
Facts
| Firm | Wealth Engineering, LLC |
|---|---|
| Based in | Scottsdale, Arizona |
| Fee model | Ongoing planning fee |
| Assets under management | $171.0M across 219 accounts |
| Credentials | BS · CFP |
| SEC registration | Investment adviser representative in AZ, TX · CRD 2718232 |
| Exams passed | Series 63 (1996) · Series 65 (1999) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | wealth-engineering.com |
| Profile |
How David's firm compares
- Wealth Engineering, LLC's average account is about $781,000, from its Form ADV (assets managed divided by 219 accounts).
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Questions about David
Is David Fernandez a fee-only financial advisor?
Yes. David Fernandez is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by David's firm.
How does David charge for financial advice?
David charges an ongoing planning fee.
Where is David Fernandez based?
David Fernandez is based in Scottsdale, Arizona.
What does David specialize in?
David's specialties include retirement planning. David works with pre-retirees, retirees and mid-life transitions.
What credentials does David Fernandez hold?
David Fernandez holds the BS and CFP credentials.
Is David Fernandez registered with the SEC?
Yes. David Fernandez is registered as an investment adviser representative in AZ and TX (CRD 2718232), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Wealth Engineering, LLC manage?
Wealth Engineering, LLC reports $171.0M across 219 accounts in assets under management.
How do I contact David Fernandez?
Through David's website, wealth-engineering.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Wealth Engineering, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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