# Andrew Niedermeier

> Andrew Niedermeier is a fee-only financial advisor at Bernard Wealth Management in Lone Tree, Colorado. Bernard Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/andrew-niedermeier/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Bernard Wealth Management
- **Based in:** Lone Tree, Colorado
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $314.2M across 848 accounts
- **CRD:** 3008502 (https://adviserinfo.sec.gov/individual/summary/3008502)
- **SEC registration:** Investment adviser representative in CO, MI, TX
- **Exams passed:** Series 66 (2016)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** http://www.bernard-wealth.com

## Frequently asked questions

### Is Andrew Niedermeier a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Andrew holds no broker registration, and Bernard Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Andrew charge for financial advice?

Andrew's firm, Bernard Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Andrew Niedermeier based?

Andrew Niedermeier is based in Lone Tree, Colorado.

### Is Andrew Niedermeier registered with the SEC?

Yes. Andrew Niedermeier is registered as an investment adviser representative in CO, MI and TX (CRD 3008502), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Bernard Wealth Management manage?

Bernard Wealth Management reports $314.2M across 848 accounts in assets under management.

### How do I contact Andrew Niedermeier?

Through Andrew's website, www.bernard-wealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/3008502): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.