Bernardo Wealth Planning, LLC
Bernardo Wealth Planning, LLC (CRD# 288705) is a financial advisory firm headquartered in Harleysville, PA. They manage $609,819,853 in 1,858 accounts and serve the financial needs of clients across 5 states (or territories).
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Total Assets Under Management610MILLION
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Total Number of Accounts1,858ACCOUNTS
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Average Account Value$328,213
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
FL, NJ, NY, PA, TX
Nicholas Bernardo (CRD# 5246863) is an Investment Advisor Representative working at Bernardo Wealth Planning, LLC in Harleysville, PA and has over 16 years of experience in the finance industry.
Rose Bernardo (CRD# 4886286) is an Investment Advisor Representative working at Bernardo Wealth Planning, LLC in Harleysville, PA and has over 19 years of experience in the finance industry.
Anthony Bernardo Jr (CRD# 726157) is an Investment Advisor Representative working at Bernardo Wealth Planning, LLC in Harleysville, PA and has over 43 years of experience in the finance industry.
Jaclyn Kane (CRD# 5742152) is an Investment Advisor Representative working at Bernardo Wealth Planning, LLC in Harleysville, PA and has over 14 years of experience in the finance industry.
Matthew Rittenhouse (CRD# 4550077) is an Investment Advisor Representative working at Bernardo Wealth Planning, LLC in Harleysville, PA and has over 21 years of experience in the finance industry.
Lance Rosina (CRD# 6180424) is an Investment Advisor Representative working at Bernardo Wealth Planning, LLC in Harleysville, PA and has over 9 years of experience in the finance industry.
Matthew Haraburda (CRD# 6078579) is an Investment Advisor Representative working at Bernardo Wealth Planning, LLC in Harleysville, PA and has over 10 years of experience in the finance industry.
Lisa Leatherman (CRD# 4251091) is an Investment Advisor Representative working at Bernardo Wealth Planning, LLC in Harleysville, PA and has over 23 years of experience in the finance industry.
Martha Pope (CRD# 7091907) is an Investment Advisor Representative working at Bernardo Wealth Planning, LLC in Harleysville, PA and has 1 year of experience in the finance industry.
Victoria Williams (CRD# 7785784) is an Investment Advisor Representative working at Bernardo Wealth Planning, LLC in Harleysville, PA and has 1 year of experience in the finance industry.