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Advisors / Virginia / Harrisonburg
8yrs

Derek Hess

Financial advisor at Commonwealth Financial Network

Derek Hess is a fiduciary financial advisor in Harrisonburg, Virginia, with 8 years in the industry. After four years at Pbmares Wealth Management, Derek joined Commonwealth Financial Network in 2022, a firm offering financial planning, investment management, and retirement plan consulting. Derek holds the CFP® designation.

One of 139 advisors with offices in Harrisonburg, and one of 134 fiduciaries.

Harrisonburg, VA 22801CFP®Fiduciary advisor
Call the officeDirections

At a glance

Experience8 years (since 2018)
How that compares ?8 years in the industry
Office306 East Market Street, Harrisonburg, VA 22801
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
Typical client at the firm ?$568,323
Advisors at the firm2,864
States licensed ?1 state

Services through Commonwealth Financial Network

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Designations

CFP®

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2022 – now
  2. 2018 – 2022
    Pbmares Wealth Management LLCPreviously

Questions to ask Derek

Tailored to Derek’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Derek

How do I contact Derek?

Call Derek’s local office at (540) 246-0122 or the Commonwealth Financial Network main office at (781) 736-0700, and ask for Derek Hess.

How long has Derek been a financial advisor?

Derek has been in the industry since 2018, about 8 years. 8 years in the industry.

What licenses does Derek hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Derek a fiduciary?

Derek is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Derek paid?

Commonwealth Financial Network reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. Ask Derek for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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