Michael Dibernardo is a registered investment advisor at Synchronous Wealth Advisors LLC, based in Solvang, CA, with 4 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 2 more. Their firm serves 61 clients with $290M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Synchronous Wealth Advisors typically charges a flat quarterly fee ranging from $1,000 to $4,000 for both investment management and financial planning services. The firm may also provide investment management on a standalone basis. Fees are negotiable and depend on the complexity of the client's situation and the scope of services.
Location
Solvang, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael is a partner at DiBernardo & Company since February 2020 and Allmon, DiBernardo & Associates since May 2016, both CPA and wealth strategist firms. He dedicates full-time hours to each of these roles, focusing on accounting, tax planning, and wealth management.
Employment History
Current Registrations
Synchronous Wealth Advisors LLC
State Registrations1 state
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