Joseph Fernandez
Invenio Wealth Partners · Coral Gables, Florida
Joseph Fernandez is a fee-only financial advisor at Invenio Wealth Partners in Coral Gables, Florida, who holds the CFP credential. Joseph focuses on retirement planning, estate & legacy planning and small business owners. Invenio Wealth Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Executives
- Physicians
- Founders
Facts
| Firm | Invenio Wealth Partners |
|---|---|
| Based in | Coral Gables, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $364.0M across 332 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, FL, NH, OH, TX · CRD 2448894 |
| Exams passed | Series 65 (1994) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | inveniowealth.com |
| Profile |
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Questions about Joseph
Is Joseph Fernandez a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joseph holds no broker registration, and Invenio Wealth Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joseph charge for financial advice?
Joseph's firm, Invenio Wealth Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Joseph Fernandez based?
Joseph Fernandez is based in Coral Gables, Florida.
What does Joseph specialize in?
Joseph's specialties include retirement planning, estate & legacy planning, small business owners and divorce financial planning. Joseph works with executives, physicians and founders.
What credentials does Joseph Fernandez hold?
Joseph Fernandez holds the CFP credential.
Is Joseph Fernandez registered with the SEC?
Yes. Joseph Fernandez is registered as an investment adviser representative in CA, FL, NH, OH and TX (CRD 2448894), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Invenio Wealth Partners manage?
Invenio Wealth Partners reports $364.0M across 332 accounts in assets under management.
How do I contact Joseph Fernandez?
Through Joseph's website, inveniowealth.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
- Invenio Wealth Partners 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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