Advisor at Fernandez Wealth Management
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
Fernandez Wealth Management
Location
Deland, FL
Credentials
CFP®, Series 65
Industry experience
5 years
Joseph Alamo is a CFP® and Series 65 credentialed financial advisor with five years of industry experience. He is currently with Fernandez Wealth Management and RLAA CPA's & Advisors, LLP, where he serves as a partner. His background includes prior roles at Kovack Advisors, Inc. and involvement in accounting and tax services. Fernandez Wealth Management provides investment advisory services to individuals, including high-net-worth clients, and pension/profit-sharing plans. The firm offers ongoing portfolio management, pension consulting, and standalone financial planning with an investment process based on fundamental analysis, modern portfolio theory, and both long- and short-term trading strategies.
Based on Fernandez Wealth Management
$5,000 - $20,000 fixed fee for financial planning
$0 - $500,000: 1.50% $500,001+: 1.00%
$500 - $1,000 per hour
Deland, FL
Florida
RLAA CPA's & Advisors, LLP
2025 - Present (1 year)
Fernandez Wealth Management, LLC
2025 - Present (1 year)
Kovack Advisors, Inc.
2020 - 2025 (5 years)
Xcellence Realty
2020 - 2022 (2 years)
Reinaldo L. Azan CPA
2020 - Present (6 years)
Amateur Soccer Player
2020 - 2020 (1 year)
Unemployed
2019 - 2020 (1 year)
Stetson University
2015 - 2019 (4 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.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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.
Series 63, Series 66
Deland, FL
Kehoe Investment Services, Inc
Series 66
Deland, FL
Fernandez Wealth Management
Series 66
Deland, FL
Fleishel Financial Associates, Inc.
Series 66
Deland, FL
Fleishel Financial Associates, Inc.
CFP®, Series 63
Deland, FL
Fleishel Financial Associates, Inc.
Series 63, Series 65
Daytona Beach, FL
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