# Emily Hermeno

> Emily Hermeno is a fee-only financial advisor at Prosperity Road in Santa Ana, California, who holds the CFP credential. Emily focuses on founders (pre-exit), tax planning and retirement planning. Prosperity Road reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/emily-hermeno/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Prosperity Road
- **Based in:** Santa Ana, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $172.3M across 181 accounts
- **Credentials:** CFP
- **Specialties:** Founders (pre-exit), Tax planning, Retirement planning, Estate & legacy planning, Family wealth transfer, Small business owners
- **Works with:** Founders, Ultra high net worth, Multi-generational families
- **CRD:** 4868466 (https://adviserinfo.sec.gov/individual/summary/4868466)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 66 (2005)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://www.prosperityroad.com

## Frequently asked questions

### Is Emily Hermeno a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Emily holds no broker registration, and Prosperity Road reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Emily charge for financial advice?

Emily's firm, Prosperity Road, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Emily Hermeno based?

Emily Hermeno is based in Santa Ana, California.

### What does Emily specialize in?

Emily's specialties include founders (pre-exit), tax planning, retirement planning, estate & legacy planning, family wealth transfer and small business owners. Emily works with founders, ultra high net worth and multi-generational families.

### What credentials does Emily Hermeno hold?

Emily Hermeno holds the CFP credential.

### Is Emily Hermeno registered with the SEC?

Yes. Emily Hermeno is registered as an investment adviser representative in CA (CRD 4868466), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Prosperity Road manage?

Prosperity Road reports $172.3M across 181 accounts in assets under management.

### How do I contact Emily Hermeno?

Through Emily's website, www.prosperityroad.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4868466): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://prosperityroad.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.