Marina
Hernandez
Dynamic Wealth Advisors
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About this Advisor
Marina Hernandez is a certified financial planner operating out of Phoenix, Arizona who has 3 years of relevant experience. Hernandez is currently employed by Dynamic Wealth Advisors. Throughout their career, they have worked at Mhtax, White Lighthouse Investment Management and Dynamic Wealth Advisors Dba Swiss American Wealth Advisors. Hernandez is approved to work in Pennsylvania. Dynamic Wealth Advisors is an advisory company based out of Phoenix, AZ. The firm has offices in 50 locations and a total of 120 financial advisors. It handles $3 billion in assets under management between its 12,207 client accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm serves four charitable organizations. Of its 12,207 accounts, 22% belong to high-net-worth individuals who have at least $1 million in assets. The company has a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. A financial advisor's fee schedules usually vary depending on which services are offered. Fees billed by Dynamic Wealth Advisors most likely consist of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Dynamic Wealth Advisors Brokerage Details
$3,252,482,987
120
12,207
$266,444
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Marina Hernandez Work History
Marina has been registered as a financial advisor for 3 years.*
Dynamic Wealth Advisors Dba Swiss American Wealth Advisors
Mhtax
White Lighthouse Investment Management
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Marina Hernandez to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Dynamic Wealth Advisors
Chandler, AZ
Idaho Falls, ID
Phoenix, AZ
Phoenix, AZ
Phoenix, AZ
Phoenix, AZ
Agoura Hills, CA
Phoenix, AZ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
