Emily Hermeno
Prosperity Road · Santa Ana, California
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.
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Specialties
Who they serve
- Founders
- Ultra high net worth
- Multi-generational families
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 |
| Assets under management | $172.3M across 181 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 4868466 |
| Exams passed | Series 66 (2005) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.prosperityroad.com |
| Profile |
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Questions about Emily
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.
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
- Prosperity Road 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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