AdvisorOS Directory
Claim Profile
DF

David John Fernandez

WEALTH ENGINEERING, LLC·SCOTTSDALE, Arizona
Unclaimed Profile
7373 E. DOUBLETREE RANCH RD., SCOTTSDALE, AZ 85258CRD# 2718232Firm CRD# 128549
01

About

David John Fernandez is a registered financial advisor based in SCOTTSDALE, Arizona, affiliated with WEALTH ENGINEERING, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
WEALTH ENGINEERING, LLC
WEALTH ENGINEERING, LLC
AUM
$146M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at WEALTH ENGINEERING, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2718232
Firm CRD# 128549
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in SCOTTSDALE?

Browse all registered financial advisors in SCOTTSDALE, Arizona or claim this profile if it's yours.

Browse SCOTTSDALE AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does David John Fernandez offer?
David John Fernandez specializes in Financial Planning, Investment Management. Contact their office in SCOTTSDALE, Arizona for a consultation.
What are David John Fernandez's credentials?
David John Fernandez is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David John Fernandez located?
David John Fernandez is based in SCOTTSDALE, Arizona, working with WEALTH ENGINEERING, LLC. Their office serves clients in the SCOTTSDALE metropolitan area and surrounding communities.
How does David John Fernandez charge for services?
David John Fernandez's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WEALTH ENGINEERING, LLC?
WEALTH ENGINEERING, LLC has approximately 1 employees and manages $146M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in SCOTTSDALE
David Blane Daughtrey — COPPERWYND FINANCIAL, LLCLynda Krantz Elley — COPPERWYND FINANCIAL, LLCErick Scot Newton — COPPERWYND FINANCIAL, LLCSteven Thomas Nelson — CAPITAL INSIGHT PARTNERS, LLCRobert Duane Mitchell — GIBSON PRIVATE WEALTH, LLC
Nearby cities in Arizona
PHOENIX (224)TUCSON (124)MESA (41)CHANDLER (24)TEMPE (24)
City Guides
PHOENIX GuideTUCSON GuideMESA GuideCHANDLER GuideTEMPE Guide
Research
Advisor Fees in ArizonaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile