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Frank Hernandez

U.S. Bancorp Advisors, LLC
11 Years of Experience
San Diego, CA
6 DisclosuresBroker
View SEC Summary
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Frank Hernandez is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in San Diego, CA, with 11 years of industry experience. Frank is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning. Their firm serves 3,343 clients with $1.8B in assets under management.

U.S. Bancorp Advisors, LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
1158 advisors
IM Fee
Planning only
Assets Under Management
$1.8B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
  • Financial planning services — Currently offered at no cost, providing personalized reports to assess financial goals and retirement readiness.
One-Time Plan:$0
View Full SEC Brochure

Location

4747 Executive Dr, San Diego, CA, 92121

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History

Regulatory History (6)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
April 2023
Final
Financial
April 2023
Final
Financial
December 2021
Final
Financial
September 2021
Final
Financial
January 2020
Final
Financial
November 2019
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
June 2026 - Present · 4 mos
U.S. Bancorp Advisors, LLCBroker
February 2026 - Present · 8 mos
Previous Registrations
U.S. Bancorp Investments, INC.Broker
August 2024 - February 2026 · 1 yr 6 mos
First Republic Securities Company, LLCBroker
April 2021 - June 2023 · 2 yrs 2 mos
Wells Fargo Clearing Services, LLCBroker
August 2014 - April 2021 · 6 yrs 8 mos
State Registrations1 state
CA
AdvisorBrokerBoth

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
No exam information available for this advisor.
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