Delia Fernandez
Delia Fernandez is a registered investment advisor at Fernandez Financial Advisory, LLC, based in Los Alamitos, CA, with 20 years of industry experience. Delia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 63 clients with $67M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Contact
Delia Fernandez
Location
5212 Katella Ave., Suite 205, Los Alamitos, CA, 90720
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Delia is an adjunct instructor at UC Irvine Extension's Personal Financial Planning Program since 1995. When teaching, she dedicates approximately 12 hours per month to lectures, grading, and student guidance.
Employment History
Current Registrations
Fernandez Financial Advisory, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Education I have an MBA from Cal State University, Long Beach, and a BA in British and American Literature from Scripps College. I also have a certificate in Personal Financial Planning from UC Irvine Extension, and am an instructor and on the Advisory Board for the same program.