Delia Fernandez
Fernandez Financial Advisory, LLC · Los Alamitos, California
Delia Fernandez is a fee-only financial advisor at Fernandez Financial Advisory, LLC in Los Alamitos, California, who holds the CFP and MBA credentials. Delia focuses on pension planning, retirement planning and small business owners. Fernandez Financial Advisory, LLC reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Fernandez Financial Advisory, LLC |
|---|---|
| Based in | Los Alamitos, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $66M across 147 accounts |
| Credentials | CFP · MBA |
| SEC registration | Investment adviser representative in CA · CRD 2312173 |
| Exams passed | Series 63 (1993) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | fernandezllc.com |
How Delia's firm compares
- Fernandez Financial Advisory, LLC's average account is about $449,000, from its Form ADV (assets managed divided by 147 accounts).
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Questions about Delia
Is Delia Fernandez a fee-only financial advisor?
Yes. Delia 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 Delia's firm.
How does Delia charge for financial advice?
Delia's firm, Fernandez Financial Advisory, LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Delia Fernandez based?
Delia Fernandez is based in Los Alamitos, California.
What does Delia specialize in?
Delia's specialties include pension planning, retirement planning and small business owners.
What credentials does Delia Fernandez hold?
Delia Fernandez holds the CFP and MBA credentials.
Is Delia Fernandez registered with the SEC?
Yes. Delia Fernandez is registered as an investment adviser representative in CA (CRD 2312173), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Fernandez Financial Advisory, LLC manage?
Fernandez Financial Advisory, LLC reports $66M across 147 accounts in assets under management.
How do I contact Delia Fernandez?
Through Delia's website, fernandezllc.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
- Fernandez Financial Advisory, 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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