Bernhardt Wealth Management, Inc.

Bernhardt Wealth Management, Inc. (CRD# 109353) is a financial advisory firm headquartered in Mclean, VA. They manage $316,795,087 in 192 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    317
    MILLION
  • Total Number of Accounts
    192
    ACCOUNTS
  • Average Account Value
    $1,649,974
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

DC, MD, NY, SC, TX, VA

Financial Advisors at Bernhardt Wealth Management, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Gordon J. Bernhardt
CRD#: 1998159
7601 Lewinsville Road, Suite 210, Mclean, VA 22102
96
Wealthminder
score

Gordon Bernhardt (CRD# 1998159) is an Investment Advisor Representative working at Bernhardt Wealth Management, Inc. in Mclean, VA and has over 28 years of experience in the finance industry. Gordon Bernhardt has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Olivia D. Lee
CRD#: 5892615
7601 Lewinsville Road, Suite 210, Mclean, VA 22102
96
Wealthminder
score

Olivia Lee (CRD# 5892615) is an Investment Advisor Representative working at Bernhardt Wealth Management, Inc. in Mclean, VA and has over 6 years of experience in the finance industry. Olivia Lee has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Solon G. Vlasto
CRD#: 2205111
7601 Lewinsville Road, Suite 210, Mclean, VA 22102
96
Wealthminder
score

Solon Vlasto (CRD# 2205111) is an Investment Advisor Representative working at Bernhardt Wealth Management, Inc. in Mclean, VA and has over 25 years of experience in the finance industry. Solon Vlasto has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Timothy S. Koehl
CRD#: 2498031
7601 Lewinsville Road, Suite 210, Mclean, VA 22102
93
Wealthminder
score

Timothy Koehl (CRD# 2498031) is an Investment Advisor Representative working at Bernhardt Wealth Management, Inc. in Mclean, VA and has over 23 years of experience in the finance industry.

5
Cameron C. Farbotko
CRD#: 5921335
7601 Lewinsville Road, Suite 210, Mclean, VA 22102
90
Wealthminder
score

Cameron Farbotko (CRD# 5921335) is an Investment Advisor Representative working at Bernhardt Wealth Management, Inc. in Mclean, VA and has over 3 years of experience in the finance industry. Cameron Farbotko has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.