Advisor at Firmament 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.
Firm
Firmament Financial
Location
Reno, NV
Credentials
CFP®, CFA®, Series 63, Series 65
Industry experience
6 years
Lee Hernandez is a CFP® and CFA® with six years of industry experience, currently serving as the sole advisor at Firmament Financial in Reno, NV. His prior work includes roles at Catholic Charities of Northern Nevada, Lumos & Associates, Inc., the University of Nevada, Reno, Monarch Casino and Resort, Inc., and AES Corp. Hernandez also provides tax preparation services to advisory clients through Firmament Financial. Firmament Financial offers tailored investment management, comprehensive financial planning, and tax return preparation to individuals, businesses, and charitable organizations. The firm focuses on asset-allocation-based, primarily passive portfolios using index mutual funds and ETFs, while also incorporating various analytical methods and derivatives strategies, and is distinguished by its combined advisory and public accounting services.
Based on Firmament Financial
Based on Firmament Financial
Financial Planning fixed fees range from $500 to $3,000
$0 - $299,999: None; however client must be enrolled in comprehensive financial planning $300,000 - $1,999,999: 1.00% $2,000,000 - $3,999,999: 0.90% $4,000,000 - $5,999,999: 0.80% $6,000,000 - $7,999,999: 0.75% $8,000,000 - $9,999,999: 0.70% $10,000,000 - $11,999,999: 0.65% $12,000,000 - $14,999,999: 0.60% $15,000,000 - $19,999,999: 0.55% $20,000,000+: 0.50%
Financial Planning hourly rate $200 to $500 per hour
Account minimum: $300,000 Fee-only: Comprehensive Financial Planning upfront fee $3,000 plus ongoing quarterly fee included in AUM fees for accounts over $300,000; for accounts under $300,000, ongoing quarterly fee $750
Reno, NV
California · Nevada
Catholic Charities of Northern Nevada
2024 - 2024 (1 year)
Lumos & Associates, Inc
2021 - 2024 (3 years)
University of Nevada, Reno
2020 - 2021 (1 year)
Catholic Charities of Northern Nevada
2020 - 2021 (1 year)
Firmament Financial, LLC
2019 - Present (7 years)
Monarch Casino and Resort, Inc.
2018 - 2020 (2 years)
AES Corp
2015 - 2018 (3 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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not 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.
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.
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 65
Reno, NV
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