SF
SF
Salvador Fernandez
7 Years of Experience
San Francisco, CA
1 DisclosureBroker
Salvador Fernandez is a registered investment advisor at Sofi Wealth LLC, based in San Francisco, CA, with 7 years of industry experience. Salvador operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Retirement Planning. Their firm serves 265,019 clients with $1.5B in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
112 advisors
Number of Clients
265,019 clients
Average Client Portfolio
$6K average
Assets Under Management
$1.5B
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.25% |
The wrap fee is not charged on the cash allocation, which is generally 1% of the portfolio.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
234 1st Street, San Francisco, CA, 94105
Get directionsHistory
Regulatory History (1)
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Financial
May 2019Final
Employment History
Current Registrations
Sofi Wealth LLC
October 2025 - Present · 7 mos
Sofi Securities LLCBroker
October 2025 - Present · 7 mos
Previous Registrations
Wells Fargo Advisors
August 2025 - October 2025 · 2 mos
Wells Fargo Clearing Services, LLCBroker
August 2025 - October 2025 · 2 mos
Fidelity Personal and Workplace Advisors
June 2020 - February 2025 · 4 yrs 8 mos
Fidelity Brokerage Services LLCBroker
April 2018 - February 2025 · 6 yrs 10 mos
State Registrations1 state
UT
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.