Frank Fernandez
Advisor at PCB Capital LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
PCB Capital LLC
Location
East Brunswick, NJ 08816
Credentials
CFP®, Series 65
Industry experience
7 years
About
Frank Fernandez is a CFP® with seven years of industry experience, currently serving as a financial advisor at PCB Capital LLC. His prior roles include positions at Weingarten Associates LLC and Omni 360 Wealth, Inc. He holds the Series 65 license as well. PCB Capital LLC provides wealth management and financial planning services to individuals—including high-net-worth clients—as well as small businesses, trusts, estates, and non-profits. The firm combines fundamental and technical analysis with asset-allocation principles and modern portfolio theory, utilizing both in-house model portfolios and recommended independent managers.
Client services
Based on PCB Capital LLC
Financial planning
Portfolio management
Selection of other advisers
Expertise
Based on PCB Capital LLC
General retirement planning
Income planning
General tax planning
Wealth management
Passive / index investing
Fee options
Financial planning fixed fees range from $1,000 to $25,000 depending on scope and level of services
$0 - $1,000,000: 1.50% $1,000,001 - $5,000,000: 1.25% $5,000,001 - $10,000,000: 1.00% $10,000,001+: 0.75%
Certain Supervised Persons may receive commissions for insurance products, but commissions are not the firm's primary source of compensation.
Financial planning fees generally $400 per hour
Location
557 Cranbury Rd, Suite 16
East Brunswick, NJ 08816
Most active in
Frank F has reported serving >5 clients in these states in the last 12 months.
New Jersey
Work history
PCB Capital LLC
2025 - Present (1 year)
PCB Financial LLC
2025 - Present (1 year)
Unemployed
2024 - 2025 (1 year)
OMNI 360 Wealth, Inc.
2024 - 2024 (1 year)
Omni 360 Advisors
2024 - 2024 (1 year)
Weingarten Associates LLC
2018 - 2024 (6 years)
Signet Financial Management, LLC
2017 - 2018 (1 year)
N/a
2014 - 2017 (3 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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