Deanna Harless
Bernard Wealth Management Corp. · Royal Oak, Michigan
Deanna Harless is a fee-only financial advisor at Bernard Wealth Management Corp. in Royal Oak, Michigan, who holds the CFP credential. Deanna charges a percentage of assets (a $250,000 asset minimum) and focuses on retirement planning.
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Specialties
Facts
| Firm | Bernard Wealth Management Corp. |
|---|---|
| Based in | Royal Oak, Michigan |
| Fee model | Percentage of assets |
| Fees (firm's website) | A $250,000 asset minimum |
| Assets under management | $314.2M across 848 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MI, TX · CRD 5321682 |
| Exams passed | Series 63 (2008) · Series 65 (2018) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | bernard-wealth.com |
How Deanna's firm compares
- Bernard Wealth Management Corp.'s average account is about $371,000, from its Form ADV (assets managed divided by 848 accounts).
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Questions about Deanna
Is Deanna Harless a fee-only financial advisor?
Yes. Deanna Harless is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Deanna's firm.
How does Deanna charge for financial advice?
Deanna charges a percentage of assets.
How much does Deanna charge?
According to Bernard Wealth Management Corp.'s website, checked October 28, 2026: a $250,000 asset minimum.
Where is Deanna Harless based?
Deanna Harless is based in Royal Oak, Michigan.
What does Deanna specialize in?
Deanna's specialties include retirement planning.
What credentials does Deanna Harless hold?
Deanna Harless holds the CFP credential.
Is Deanna Harless registered with the SEC?
Yes. Deanna Harless is registered as an investment adviser representative in MI and TX (CRD 5321682), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Bernard Wealth Management Corp. manage?
Bernard Wealth Management Corp. reports $314.2M across 848 accounts in assets under management.
How do I contact Deanna Harless?
Through Deanna's website, bernard-wealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Bernard Wealth Management Corp. website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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