Bernard Katz
Wealth Effects · Boynton Beach, Florida
Bernard Katz is a fee-only financial advisor at Wealth Effects in Boynton Beach, Florida. Bernard focuses on retirement planning, divorce financial planning and family wealth transfer. Wealth Effects reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Pre-retirees
- Mid-life transitions
- Divorced individuals
Facts
| Firm | Wealth Effects |
|---|---|
| Based in | Boynton Beach, Florida |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $472M across 988 accounts |
| SEC registration | Investment adviser representative in FL · CRD 1086995 |
| Exams passed | Series 63 (1986) · Series 65 (2003) |
| Firm size | 17 employees |
| Disclosures | None reported |
| Website | www.w-effects.com |
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Questions about Bernard
Is Bernard Katz a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Bernard holds no broker registration, and Wealth Effects reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Bernard charge for financial advice?
Bernard's firm, Wealth Effects, reports charging a percentage of assets on its SEC Form ADV.
Where is Bernard Katz based?
Bernard Katz is based in Boynton Beach, Florida.
What does Bernard specialize in?
Bernard's specialties include retirement planning, divorce financial planning and family wealth transfer. Bernard works with pre-retirees, mid-life transitions and divorced individuals.
Is Bernard Katz registered with the SEC?
Yes. Bernard Katz is registered as an investment adviser representative in FL (CRD 1086995), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wealth Effects manage?
Wealth Effects reports $472M across 988 accounts in assets under management.
How do I contact Bernard Katz?
Through Bernard's website, www.w-effects.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Wealth Effects website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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