Bernard LeFils
Lefils Wealth Management · Orange City, Florida
Bernard LeFils is a fee-only financial advisor at Lefils Wealth Management in Orange City, Florida. Lefils Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Lefils Wealth Management |
|---|---|
| Based in | Orange City, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $12.5M across 61 accounts |
| SEC registration | Investment adviser representative in FL · CRD 6889612 |
| Exams passed | Series 65 (2017) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.lefilscpa.com/financial.php |
How Bernard's firm compares
- Lefils Wealth Management's average account is about $205,000, from its Form ADV (assets managed divided by 61 accounts).
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Questions about Bernard
Is Bernard LeFils a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Bernard holds no broker registration, and Lefils Wealth Management 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, Lefils Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Bernard LeFils based?
Bernard LeFils is based in Orange City, Florida.
Is Bernard LeFils registered with the SEC?
Yes. Bernard LeFils is registered as an investment adviser representative in FL (CRD 6889612), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Lefils Wealth Management manage?
Lefils Wealth Management reports $12.5M across 61 accounts in assets under management.
How do I contact Bernard LeFils?
Through Bernard's website, www.lefilscpa.com/financial.php.
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
- 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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