Wealth Engineering, LLC

Wealth Engineering, LLC (CRD# 128549) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $80,350,522 in 224 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    80
    MILLION
  • Total Number of Accounts
    224
    ACCOUNTS
  • Average Account Value
    $358,708
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, TX

Financial Advisors at Wealth Engineering, LLC
Showing 1 - 1 of 1 top financial advisors.
1
David J. Fernandez
CRD#: 2718232
7337 E. Doubletree Ranch Rd., Suite 282, Scottsdale, AZ 85258
96
Wealthminder
score

David Fernandez (CRD# 2718232) is an Investment Advisor Representative working at Wealth Engineering, LLC in Scottsdale, AZ and has over 20 years of experience in the finance industry. David Fernandez has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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