Ivan Hernandez
Omnia Family Wealth · Aventura, Florida
Ivan Hernandez is a fee-only financial advisor at Omnia Family Wealth in Aventura, Florida, who holds the CFP credential. Ivan focuses on estate & legacy planning, tax planning and family wealth transfer. Omnia Family Wealth reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Omnia Family Wealth |
|---|---|
| Based in | Aventura, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $994.6M across 922 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL · CRD 2630822 |
| Exams passed | Series 63 (1995) · Series 65 (2000) |
| Firm size | 10 employees |
| Disclosures | Reported; see the SEC record |
| Website | omniawealth.com |
| Profile |
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Questions about Ivan
Is Ivan Hernandez a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ivan holds no broker registration, and Omnia Family Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Ivan charge for financial advice?
Ivan's firm, Omnia Family Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Ivan Hernandez based?
Ivan Hernandez is based in Aventura, Florida.
What does Ivan specialize in?
Ivan's specialties include estate & legacy planning, tax planning and family wealth transfer. Ivan works with multi-generational families.
What credentials does Ivan Hernandez hold?
Ivan Hernandez holds the CFP credential.
Is Ivan Hernandez registered with the SEC?
Yes. Ivan Hernandez is registered as an investment adviser representative in FL (CRD 2630822), 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 Omnia Family Wealth manage?
Omnia Family Wealth reports $994.6M across 922 accounts in assets under management.
How do I contact Ivan Hernandez?
Through Ivan's website, omniawealth.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
- Omnia Family Wealth 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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