Paladin Research Report For:
Longevity Wealth Management
About Longevity Wealth Management
Longevity Wealth Management is an independent financial planning and investment advisory firm based in Walnut Creek, California, led by founder Mario R. Hernandez, CFP®. As an independent Registered Investment Advisor, the firm offers objective, unbiased advice built entirely around each client's priorities rather than any single product or provider.
The firm takes a comprehensive, education-first approach to wealth management, pairing financial education with meticulous planning and clear guidance so clients understand not only what to do, but why. Services span retirement planning, investment management, estate planning, tax strategy, and insurance, giving individuals and families a coordinated plan for every stage of life.
Longevity Wealth Management is built on the belief that lasting financial confidence comes from a long-term partnership. Mario and his team advocate for their clients' goals across every milestone, helping bridge the gap between where clients are today and where they want to be, and providing lifelong guidance that adapts as their needs evolve.
General Information
Firm Start Year
- 1922
No. of Employees
- 2-4
CRD#
- 1652803
Firm CRD#
- 320720
Insurance License#
- 0I88273
Name of Broker/Dealer
- USA Financial Corporation
Name of Custodial Firm
- Charles Schwab & Co.
States Licensed in
- CA, CO, FL, GA, HI, MA, MI, MS, NV, NM, NC, OH, PA, SC, WA
Years of Experience in Financial Services
- 34
Number of Years with Current Firm
- 5
Work Experience
- Mario has worked in the financial planning and investment management field for over 34 years. He is a Certified Financial Planner (CFP) and helps clients to realize their financial and non-financial goals and enhance their overall wealth. He directs comprehensive wealth management, retirement income strategies, and estate planning for high-net-worth individuals and families. Mario developed and implemented the firm's signature PulsePoint Formula framework. He has been a featured financial contributor and thought leader in national publications and industry media, and authors monthly insights on retirement planning, tax efficiency, and wealth preservation.
Work with the following types of clients
- Individual Investors, Businesses
Foreign Languages Serviced
- English
Advisory Services Provided
- Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services
Compliance
Registered Investment Advisor
- Yes
Registered Representative
- Yes
Investment Advisor Representative
- Yes
Acknowledged fiduciary
- Yes
Compliance Disclosures in Last 5 years
- I have a clean record
Criminal Disclosures in Last 5 years
- I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
- CFP®
Securities Licenses
- Series 6, Series 63
Insurance and Annuity Licenses
- Health, Life, Variable Annuity, Long Term Care, Annuity, Disability, Accident
Firm Information
Firm's Number of Clients
- 102
Firm's Number of Planning Clients
- 10
Firm's Number of Managed Clients
- 92
Assets Managed by Firm
- $155 million
Advisor's Number of Clients
- 102
Advisor's Number of Managed Clients
- 92
Advisor's Number of Planning Clients
- 10
Total Assets Under Management by Advisor
- $155,000,000
Compensation and Fees
Fee Structure
- Fee-Based
Minimum Portfolio Size for New Managed Accounts
- $500,000
Compensation Methods
- Flat Fee, Commissions, Based on Assets
Fee % Based on Assets
- 1.0%
Minimum Fee Charged for Managed Accounts
- $5,000
Education
Master Degree - Financial Planning
Golden Gate University
09/01/1992 -06/01/1994
Disclosures
PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1891357/paladinregistry-Longevity-Wealth-Management-detailed-disclosure.html
Disclaimer
Mario Hernandez is a registered representative of, and securities are offered through USA Financial Securities, Member FINRA/SIPC. A registered investment advisor located at 6020 E. Fulton St., Ada, MI 49301. Mario Hernandez is an investment advisor representative of Longevity Wealth Management, a registered investment advisor. Longevity Wealth Management is not affiliated with USA Financial Securities. CA insurance license #0I88273 USA Financial Securities Form CRS: Form CRS Mario Hernandez is authorized to transact securities related business and investment advisory services only in states where he is properly registered. For investment products and services these states include: AZ;CA;FL;GA;MA;MI;NM;NV;NY;OR;PA;SC;WA. Clients who are not residents of these states cannot be serviced. This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation. Longevity Wealth Management and USA Financial Securities are separate entities. Longevity Wealth Management (Longevity) is a State of California registered investment adviser with its principal place of business in the State of California. Longevity and its representatives are in compliance with the current registration and notice filing requirements imposed upon State of California registered investment advisers by those states in which Longevity maintains clients. Longevity may only transact business in those states in which it is notice filed or qualifies for an exemption or exclusion from notice filing requirements. Longevitys website is limited to the dissemination of general information regarding its financial planning services to United States residents residing in states where providing such information is not prohibited by applicable law. Accordingly, the publication of Longevitys website on the Internet should not be construed by any consumer and/or prospective client as Longevitys solicitation to effect or attempt to effect transactions in securities or the rendering of personalized investment advice for compensation over the Internet. Furthermore, information on this Internet site should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Longevity. Any subsequent, direct communication by Longevity with a prospective client shall be conducted by a representative who is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Longevity, please contact the United States Securities and Exchange Commission on their website at www.adviserinfo.sec.gov. A copy of Longevitys current written disclosure statement discussing our business operations, services, and fees is available from our firm upon written request. Longevity does not make any representations as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Longevitys website or incorporated herein, and takes no responsibility, therefore. All such information is provided for convenience purposes only, and all users thereof should be guided accordingly.
Paladin Advisors