Bernardo Wealth Planning
Bernardo Wealth Planning LLC is a privately held wealth management firm founded in 2016 in Harleysville, United States, providing retirement planning, investment management, and personal investing services to individual clients through a small team of 11-50 employees.
- Company typePrivate
- Founded2016
- HeadquartersHarleysville, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
What Bernardo Wealth Planning does
Bernardo Wealth Planning LLC is a privately held wealth management firm founded in 2016 and headquartered in Harleysville, United States. The firm provides retirement planning, investment management, and personal investing services to individual clients, operating as a small Registered Investment Advisor with 11-50 employees. The company maintains an active institutional investor presence, as evidenced by its SEC filings disclosing positions in public equities such as Broadcom Inc. and a significantly increased stake in Netflix.
The business model is consistent with a traditional fee-based RIA, generating revenue from assets under management charged against client portfolios in retirement, investment, and personal investing engagements. The firm does not appear to have proprietary technology, a mobile app, or publicly disclosed pricing, and its distribution is primarily local and relationship-driven rather than digital or institutional-led. Public visibility is limited to SEC-required disclosures of its equity holdings, with no disclosed awards, partnerships, patents, or subsidiary structure in the input data.
Operational footprint is concentrated in its Harleysville base with no disclosed geographic expansion, multi-office presence, or international operations. The company is currently operating with active status as of referenced 2026 quarterly investment reports, and no regulatory actions, leadership changes, mergers, acquisitions, or restructuring events are documented in the available data.
Bernardo Wealth Planning firmographics
Firmographics- Name
- Bernardo Wealth Planning
- Legal name
- Bernardo Wealth Planning LLC
- Website
- https://bernardowealthplanning.com
- Company type
- Private
- Founded year
- 2016
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Bernardo Wealth Planning LLC is a privately held wealth management firm founded in 2016 in Harleysville, United States, providing retirement planning, investment management, and personal investing services to individual clients through a small team of 11-50 employees.
- Ownership category
- akta.pro rank
Bernardo Wealth Planning industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Comprehensive Financial Planning (FSAEAAAA)
- akta.pro secondary industries
- Retirement & Pension Planning (401(k)/IRA) (FSAEAAAD), Discretionary Portfolio Management (Retail) (FSAAAAAH), Retirement & Pension Wealth (401(k)/IRA/SIPP/Superannuation Retail) (FSAAAAAJ)
Keywords
Where Bernardo Wealth Planning is headquartered
LocationHeadquarters
- HQ city
- Harleysville
- HQ country
- United States
- HQ region
- North America
Markets served
Bernardo Wealth Planning business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D
Bernardo Wealth Planning product offering
Product offeringCore offering
Bernardo Wealth Planning provides retirement planning, investment management, and personal investing services to individual clients. The firm manages client portfolios that include publicly traded equities such as Broadcom Inc. and Netflix, as evidenced by SEC quarterly holdings disclosures. It operates as a fee-based financial advisory practice serving individual investors seeking personalized wealth and retirement strategies.
Differentiator
Problem solved
Functional benefit
Products and services
- Retirement Planning Retirement planning service for individuals seeking to build, manage, and draw down retirement assets through personalized financial strategies.
- Investment Management Discretionary and non-discretionary portfolio management for individual clients, including allocation to publicly traded equities such as Broadcom Inc. and Netflix as evidenced by SEC filings.
- Personal Financial Planning Personalized financial planning service covering budgeting, saving, investing, and goal-based planning for individual households.
Companies that use Bernardo Wealth Planning
Customer profileIdeal customer profiles1 record
Bernardo Wealth Planning technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Bernardo Wealth Planning partnerships and signals
Strategic signalRecent moves3 records
Expansion highlights1 record
Bernardo Wealth Planning competitors and assessment
Company assessmentBroad incumbents
- Fidelity Wealth Services: Fidelity's wealth management division offers comprehensive retirement and investment planning services to mass-affluent and HNW clients, directly competing with Bernardo's advisory offering across a much broader national footprint.
- Charles Schwab Wealth Advisory: Schwab's advisory arm provides investment advisory and retirement planning services to retail and mass-affluent clients, including discretionary portfolio management, overlapping with Bernardo's core offerings at national scale.
- Northwestern Mutual: Large established financial services firm offering retirement planning, investment advisory, and personal wealth management, with a local advisor model overlapping Bernardo's approach.
Direct peers
- Edelman Financial Engines: One of the largest independent RIAs in the US, focused on retirement planning and personal investment advice for mass-affluent households — directly comparable to Bernardo's value proposition.
- Creative Planning: Large independent RIA offering comprehensive financial planning, retirement, and investment management to individuals and families nationwide — a scaled version of Bernardo's service model.
- Mariner Wealth Advisors: National RIA providing comprehensive financial planning, investment management, and retirement advisory services to HNW individuals, directly competing in the same service category as Bernardo.
- Carson Wealth: Independent wealth management firm offering retirement and investment planning for individuals and families, with a regional-to-national growth model comparable to what Bernardo could pursue.
- Mercer Advisors: National RIA focused on holistic financial planning, investment management, and retirement advisory for HNW households, competing head-to-head with Bernardo in the personal wealth planning category.
Emerging players
- Facet Wealth: Tech-enabled RIA providing flat-fee financial planning and investment advice to mass-affluent clients, representing the digital-native model that competes with traditional local advisors like Bernardo.
- Personal Capital (Empower): Hybrid digital wealth management platform combining robo-advisory tools with human advisors for retirement and investment planning, competing directly with Bernardo's target demographic.
Market position
Strengths3 records
Weaknesses3 records
Competitive moat2 records
Key risks4 records
Key highlights4 records
Customer concentration
Bernardo Wealth Planning social profiles
Digital presenceBernardo Wealth Planning financial estimates
Financial estimateRevenue estimate
Valuation estimate
Bernardo Wealth Planning leadership team
Management profileNumber of profiles
Bernardo Wealth Planning funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Bernardo Wealth Planning M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Bernardo Wealth Planning
What does Bernardo Wealth Planning do?
Bernardo Wealth Planning provides retirement planning, investment management, and personal investing services to individual clients. The firm manages client portfolios that include publicly traded equities such as Broadcom Inc. and Netflix, as evidenced by SEC quarterly holdings disclosures. It operates as a fee-based financial advisory practice serving individual investors seeking personalized wealth and retirement strategies.
Is Bernardo Wealth Planning a public or private company?
Bernardo Wealth Planning is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Bernardo Wealth Planning founded?
Bernardo Wealth Planning was founded in 2016. It employs 11 to 50 people.
Where is Bernardo Wealth Planning based?
Bernardo Wealth Planning is headquartered in Harleysville, United States, in the North America region.
Who are Bernardo Wealth Planning's main competitors?
Broad incumbents on record are Fidelity Wealth Services, Charles Schwab Wealth Advisory and Northwestern Mutual. Direct peers are Edelman Financial Engines, Creative Planning, Mariner Wealth Advisors, Carson Wealth and Mercer Advisors. Emerging players are Facet Wealth and Personal Capital (Empower).
Does Bernardo Wealth Planning have an API?
No public API is recorded for Bernardo Wealth Planning.
What industry is Bernardo Wealth Planning in?
Bernardo Wealth Planning's product category is Wealth Management. Its primary akta.pro industry code is FSAEAAAA, Comprehensive Financial Planning, with a secondary code of FSAEAAAD, Retirement & Pension Planning (401(k)/IRA). Its NAICS code is 523940 and its SIC code is 6282.