Advisor at Hernandez Financial
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.
Location
Sunnyside, WA 98944
Credentials
Series 66
Industry experience
26 years
Jesse Hernandez is the sole advisor at Hernandez Financial in Sunnyside, WA, holding a Series 66 designation with 26 years of industry experience. He has operated Hernandez Financial since 2011 and has worked with various insurance carriers through W & R Insurance Agencies since 1999. Hernandez also maintains an active insurance brokerage role, selling non-variable insurance products. Hernandez Financial serves primarily individual clients, including middle-income households, high-net-worth individuals, and business clients, offering financial planning and discretionary portfolio management. The firm builds customized portfolios using a mix of general securities, mutual funds, ETFs, and government securities, employing tools such as Riskalyze and Morningstar for risk and fund analysis.
Based on Hernandez Financial
Written financial plans $550 to $1,450 depending on complexity; Tax preparation fees $125 to $275 per return
$0 - $1,000,000: 1.25% $1,000,000 - $2,000,000: 1.10% $2,000,000 - $5,000,000: 1.00% $5,000,000+: 0.75%
$100 to $200 per hour
Fee-only: Hourly fees $100 to $200 per hour; Written financial plans $550 to $1,450; Tax preparation fees $125 to $275 per return
451 South 6th Street
Sunnyside, WA 98944
Washington
Jesse Hernandez dba Hernandez Financial
2011 - Present (15 years)
Various Insurance Carriers For W & R Insurance Agencies
1999 - Present (27 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, PFS™
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Series 65
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Gregory Vander Top is a financial advisor at White & Company Financial Planning, Inc. with 18 years of industry experience. He holds the Series 65 designation and has been with the firm since 2008. His prior experience includes work at White & Company, Pc, where he has been active since 1997. White & Company Financial Planning, Inc. provides fee-only financial planning and discretionary investment management to individuals, high-net-worth clients, trusts, and estates. The firm employs an asset-allocation approach tailored to clients’ goals and risk tolerance, combining passive index and ETF exposures with selectively used actively managed funds.
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Edward Jones
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Edward Jones
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