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Erick Fernandez

Corepath Wealth Partners LLC

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About Erick Fernandez

Erick Fernandez is a financial advisor who has been in the industry for over a few years. Erick is registered with CorePath Wealth Partners LLC and has a current registration as a Registered Representative in Arizona. He is also licensed to provide investment advice in the state of Arizona. Erick has experience working in the financial services industry, including at Charles Schwab & Co., Inc. and Fidelity Investments. Erick is a specialist in portfolio management for individuals and financial planning.

Firm Information

Erick Fernandez is currently registered with Corepath Wealth Partners LLC. Corepath Wealth Partners LLC is an investment advisor based in Scottsdale, Arizona. The firm provides financial planning, pension consulting, and educational seminars, and selects other advisors for clients. They manage portfolios for individuals and offer investment advisory services. As of 2023, the firm has $348,224,500 in regulatory assets under management, with 1,988 total accounts. Corepath Wealth Partners LLC primarily serves high-net-worth individuals and individuals other than high-net-worth.
Corepath Wealth Partners LLC

7114 E. STETSON DRIVE

SCOTTSDALE, AZ 85251

$348.22M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Erick Fernandez’s Registration & Firm History

AZ

02/12/2025 - Present

Corepath Wealth Partners LLC (SCOTTSDALE AZ)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Erick Fernandez.
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