Lee Hernandez
Firmament Financial · Reno, Nevada
Lee Hernandez is a fee-only financial advisor at Firmament Financial in Reno, Nevada, who holds the CFP and CFA credentials. Firmament Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Firmament Financial |
|---|---|
| Based in | Reno, Nevada |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $31.7M across 53 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in CA, NV · CRD 5144193 |
| Exams passed | Series 63 (2008) · Series 65 (2022) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.firmamentfinancial.com |
| Profile |
How Lee's firm compares
- Firmament Financial's average account is about $599,000, from its Form ADV (assets managed divided by 53 accounts).
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Questions about Lee
Is Lee Hernandez a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lee holds no broker registration, and Firmament Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Lee charge for financial advice?
Lee's firm, Firmament Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Lee Hernandez based?
Lee Hernandez is based in Reno, Nevada.
What credentials does Lee Hernandez hold?
Lee Hernandez holds the CFP and CFA credentials.
Is Lee Hernandez registered with the SEC?
Yes. Lee Hernandez is registered as an investment adviser representative in CA and NV (CRD 5144193), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Firmament Financial manage?
Firmament Financial reports $31.7M across 53 accounts in assets under management.
How do I contact Lee Hernandez?
Through Lee's website, www.firmamentfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Reno
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
- 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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