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).
Total Assets Under Management80MILLION
Total Number of Accounts224ACCOUNTS
Average Account Value$358,708
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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.