Loading
Tap on the profile icon to edit
your financial details.
Your Details Done
Mario Hernandez

Mario
Hernandez

Gemmer Asset Management LLC

CRD#1652803
Investment Advisor
in Walnut Creek, CA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Mario Hernandez is a partner at Gemmer Asset Management, LLC, a California-based firm with more than $980 million in asset under management (AUM). Hernandez has been with the firm for 22 years and has been in the financial planning and investment management business for 25 years. He currently serves as the financial planner for in-house clients, and he also heads up the the firm’s wealth management division.

A certified financial planner (CFP), Hernandez provides holistic planning for clients and specializes in helping them prepare for retirement. In addition to retirement planning, Hernandez also provides investment management and Social Security planning. He also has an insurance license through the State of California. He has a bachelor’s degree in accounting and finance from Cal State University, Hayward and a master’s degree in financial planning from Golden Gate University.

Hernandez works with investors in the San Francisco Bay area. He specializes in serving high-net-worth-individuals and business owners, and he requires an account minimum of $100,000. A fee-only advisor, Hernandez charges his clients a 1% flat fee per year. However, depending on a client’s asset level, Hernandez may reduce this percentage as clients’ asset levels increase.

The most common mistake that Hernandez sees investors make is not putting enough away for retirement. Hernandez says that his firm takes a holistic approach to finding solutions for a client’s financial situation, considering both the financial and non-financial goals that a client wants to accomplish. In addition, Hernandez says his firm works with outside tax and estate planning experts and insurance and mortgage specialists to help come up with a plan that makes sense for the client. He says the firm manages risk in clients’ portfolios through diversified asset allocation strategies that focus on providing attractive returns with less volatility than the equity markets.

Outside of the office, Hernandez coaches a high school soccer team at Las Lomas High School.

Certifications and Registrations

CFP®, Insurance License

Years of Experience

21

Services Offered

Retirement Planning, Investment Management, Social Security

Fee Structure

Asset based fee

Fiduciary

Yes

Disclosures

0

Office Location

1655 North Main Street
Walnut Creek, CA

Phone Number

(925) 933-3786

Advisor Certifications and Licenses

CFP®

Insurance License

Gemmer Asset Management LLC Brokerage Details

Total Assets Under Management

$ 980,696,085

Total Number of Accounts

1,063

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

  • Retirement Planning
  • Investment Management
  • Social Security

Mario Hernandez Work History

Mario has 21 years of experience.

1997 - Present (21 years)

Gemmer Asset Management LLC

Disclosures

Mario has no disclosures.

Please visit his SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started