Julio Hernandez is a registered investment advisor at Vidal Wealth Management, based in Miami, FL. Julio operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning.
Compensation
Firm Size
IM Fee
Fee Structure
Vidal Wealth Management charges a flat fee for financial planning services. The fee ranges from $300 to $1,000 depending on the scope and complexity of the financial plan.
Location
Miami, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Julio works as an independent contractor/delivery driver for DoorDash, a food delivery and logistics service. This takes about half of Julio's time, including a few hours per week during securities trading hours.
Employment History
Current Registrations
Vidal Wealth Management
State Registrations1 state
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