Rose Bernardo
Rose Bernardo is a registered investment advisor at Wellfull, based in Harleysville, PA, with 21 years of industry experience. Rose operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 801 clients with $870M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees generally range from 0.00% to 2.00% annually and are negotiable based on account size, complexity, and ongoing planning needs.
Fee Estimator
Location
272 Ruth Road, Harleysville, PA, 19438
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2009Other Business ActivitiesSells Insurance
Rose is a financial advisor at Bernardo Wealth Planning, LLC, dedicating full-time hours to financial planning. She is also an insurance producer for Partners Financial/Windsor Insurance, selling term and permanent insurance products for a few hours per week, and the COO of OnBord, Inc., a startup operation, spending about a third of her time there.
Employment History
Current Registrations
Wellfull
Previous Registrations
Platinum Wealth Partners
Purshe Kaplan Sterling InvestmentsBroker
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Martha Pope, CFPWellfull
- Anthony BernardoWellfull
- Matthew Haraburda, CFAWellfull
- Michele Hewitt, CFPWellfull
- Brock Hewitt, CFPWellfull
- Nicholas Bernardo, CFPWellfull