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Oscar Hernandez

8 Years of Experience
Helotes, TX
1 DisclosureBroker

Oscar Hernandez is a registered investment advisor at PNC Wealth Management, based in Helotes, TX, with 8 years of industry experience. Oscar operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities. Their firm serves 157,536 clients with $27B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1116 advisors
Number of Clients
157,536 clients
Average Client Portfolio
$168K average
Assets Under Management
$26.5B

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.00%
$250K - $500K1.75%
$500K - $1.0M1.50%
$1.0M - $2.0M1.25%
$2.0M - $4.0M1.00%
$4M+1.00%

Fees negotiable for accounts over $4,000,000. From time-to-time, we offer discounted pricing programs at our discretion. For example, current employees of PNCWM and their immediate family members are eligible for employee pricing.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

12590 Bandera Road, Helotes, TX, 78023

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History

Regulatory History (1)
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Customer Dispute
February 2026
Closed-No Action
Employment History
Current Registrations
PNC Wealth Management LLCBroker
April 2025 - Present · 1 yr 1 mo
PNC Wealth Management
April 2025 - Present · 1 yr 1 mo
Previous Registrations
Citigroup Global Markets INC.
April 2021 - May 2025 · 4 yrs 1 mo
Citigroup Global Markets INC.Broker
October 2020 - May 2025 · 4 yrs 7 mos
Victory Capital Services, INC.Broker
November 2019 - October 2020 · 11 mos
Citigroup Global Markets INC.Broker
March 2017 - September 2019 · 2 yrs 6 mos
State Registrations1 state
TX
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.