Firmament Financial

Firmament Financial at a glance

• One of 56 fee-only firms based in Nevada in the Wellspent graph.
• 1 advisor is listed here, who holds the CFP.
• Its Form ADV reports 1 employee and 52 individual clients, 11 of them high net worth.
• Its average account is about $599,000 (assets it manages divided by its 53 accounts).

Fee-only advisors in Nevada · What fee-only advisors charge in Nevada

Facts

Firmament Financial fees

Firmament Financial doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (1)

• Lee Hernandez

  CFP · CFA

Other fee-only firms in Reno

• GW Financial
• Hatchet Financial
• KMI Wealth Advisors
• Michael Mellberg CPA
• Open Window Financial Solutions, Ltd.
• Perpetual Capital Advisors
• RB Capital Management
• RSW Wealth Management

Fee-only advisors in Nevada