Jorge Fernandez
GBS Wealth Management, LLC · Miramar, Florida
Jorge Fernandez is a fee-only financial advisor at GBS Wealth Management, LLC in Miramar, Florida, who holds the CFP and EA credentials. GBS Wealth Management, LLC reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | GBS Wealth Management, LLC |
|---|---|
| Based in | Miramar, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $462K across 2 accounts |
| Credentials | CFP · EA |
| SEC registration | Investment adviser representative in FL, TX · CRD 8065292 |
| Exams passed | Series 65 (2025) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How Jorge's firm compares
- GBS Wealth Management, LLC's average account is about $231,000, from its Form ADV (assets managed divided by 2 accounts).
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Questions about Jorge
Is Jorge Fernandez a fee-only financial advisor?
Yes. Jorge Fernandez is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Jorge's firm.
How does Jorge charge for financial advice?
Jorge's firm, GBS Wealth Management, LLC, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jorge Fernandez based?
Jorge Fernandez is based in Miramar, Florida.
What credentials does Jorge Fernandez hold?
Jorge Fernandez holds the CFP and EA credentials.
Is Jorge Fernandez registered with the SEC?
Yes. Jorge Fernandez is registered as an investment adviser representative in FL and TX (CRD 8065292), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does GBS Wealth Management, LLC manage?
GBS Wealth Management, LLC reports $462K across 2 accounts in assets under management.
How do I contact Jorge Fernandez?
Contact details aren't on file yet. Search for GBS Wealth Management, LLC.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- 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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