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    Wells Fargo Advisors

    3.7 (3 reviews)
    Closed 10:00 am - 12:00 pm

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    Fernandez Financial Advisory

    Fernandez Financial Advisory

    4.8
    (14 reviews)

    I was in the process of meeting several financial planners on behalf of my parents and came across…read moreDelia's information through a location search via letsmakeaplan.org. Her name was also familiar based on mentions in Los Angeles Times "Money Makeovers" articles. She is fee-only -- $275/hour -- or a percentage of AUM. Just depends on your needs. No charge for initial consultation. She provided a Form ADV which is a public disclosure form required by the SEC which details firm info, personnel info, services provided, fees, etc. I appreciated the fee-only structure because she is not incentivized to push clients to certain brands or products (i.e. annuities) for a commission like previous advisors we met. She made recommendations based on client fit and risk tolerance taking into account my parent's entire financial picture (cash flow, real estate, taxes, etc.). For my parents, who are passive investors and didn't need much hand-holding, we determined advisement/adjustments on a quarterly basis was the best route. Her demeanor was friendly, informative and patient. All of which conveyed a sense of trust and assurance for my parents. We are not official clients but looking forward to the next official review.

    I went to FFA because of the excellent reviews, her experience and was listed on NAPFA…read more Unfortunately, my experience was not positive. I was clear from the beginning about the purpose of the consultation when we spoke on the phone and was willing to work with me to schedule the consultation. On the consultation date after i uploaded my docs, she just did not seem prepared. Amongst a series of problems, from the start she focused on how I could use the software program, not my primary concern. Worse, we spent 45 minutes on the phone with the software technical assistance person (who now also had access to my financials) trying to figure out a fairly simple comparison. At certain points they both appeared to forget I was there. Suffice to say, I left that consultation without my main issue fully addressed. Final straw, when I emailed her later that day to express my dissatisfaction, she never responded. She is probably a great CFP, but with this customer the experience was an epic failure.

    Wells Fargo Advisors - financialadvising - Updated July 2026

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