BERNARDO WEALTH PLANNING, LLC

272 Ruth Road
Harleysville, Pennsylvania 19438
Tel: 267-500-1080

About BERNARDO WEALTH PLANNING, LLC

BERNARDO WEALTH PLANNING, LLC, formally registered with the SEC as BERNARDO WEALTH PLANNING, LLC. The firm was established in 06/29/2017. They have over 1 offices throughout the country.

BERNARDO WEALTH PLANNING, LLC is a Harleysville, Pennsylvania based Financial Planning firm with nearly $609,819,853 assets under management, offering retirement planning & investment advisory services to 1858 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	288705
SEC#	801-110661
Assets Managed by Firm	$609,819,853
No. of Clients	1858
No. of Advisors	10

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1858	$609,819,853
Individuals (other than high net worth individuals)	522	$104,343,362
High net worth individuals	171	$426,698,402
Corporations or other businesses	3	$7,583,176

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VANGUARD GLOBAL ADVISERS, LLC 100 Vanguard Boulevard Malvern, PA, 19355	$432,749,681,046	153	262
VANGUARD ADVISERS, INC. 100 Vanguard Blvd Malvern, PA, 19355	$333,066,527,268	804462	2107
SEI INVESTMENTS MANAGEMENT CORP One Freedom Valley Drive Oaks, PA, 19456	$194,796,322,013	93301	411

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