Bruce Kardon
Conservest Capital Advisors · Wynnewood, Pennsylvania
Bruce Kardon is a fee-only financial advisor at Conservest Capital Advisors in Wynnewood, Pennsylvania. Conservest Capital Advisors reports charging a percentage of assets on its Form ADV.
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Who they serve
- Ultra high net worth
- Multi-generational families
- Founders
Facts
| Firm | Conservest Capital Advisors |
|---|---|
| Based in | Wynnewood, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $1.92B across 303 accounts |
| SEC registration | Investment adviser representative in PA, VA · CRD 2373039 |
| Exams passed | Series 65 (1993) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | conservest.com |
How Bruce's firm compares
- Conservest Capital Advisors's average account is about $6.4 million, from its Form ADV (assets managed divided by 303 accounts).
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Questions about Bruce
Is Bruce Kardon a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Bruce holds no broker registration, and Conservest Capital Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Bruce charge for financial advice?
Bruce's firm, Conservest Capital Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is Bruce Kardon based?
Bruce Kardon is based in Wynnewood, Pennsylvania.
Is Bruce Kardon registered with the SEC?
Yes. Bruce Kardon is registered as an investment adviser representative in PA and VA (CRD 2373039), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Conservest Capital Advisors manage?
Conservest Capital Advisors reports $1.92B across 303 accounts in assets under management.
How do I contact Bruce Kardon?
Through Bruce's website, conservest.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
- Conservest Capital Advisors 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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