# Elizabeth Bernhard

> Elizabeth Bernhard is a fee-only financial advisor at Albion Financial Group in Salt Lake City, Utah, who holds the CFP credential. Albion Financial Group reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.

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

## Facts

- **Firm:** Albion Financial Group
- **Based in:** Salt Lake City, Utah
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees; Performance-based fees
- **Assets under management (firm):** $2.01B across 2,298 accounts
- **Credentials:** CFP
- **CRD:** 6723664 (https://adviserinfo.sec.gov/individual/summary/6723664)
- **SEC registration:** Investment adviser representative in UT
- **Firm size:** 31 employees
- **Disclosures:** None reported
- **Website:** http://www.albionfinancial.com

## Frequently asked questions

### Is Elizabeth Bernhard a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Elizabeth holds no broker registration, and Albion Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Elizabeth charge for financial advice?

Elizabeth's firm, Albion Financial Group, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.

### Where is Elizabeth Bernhard based?

Elizabeth Bernhard is based in Salt Lake City, Utah.

### What credentials does Elizabeth Bernhard hold?

Elizabeth Bernhard holds the CFP credential.

### Is Elizabeth Bernhard registered with the SEC?

Yes. Elizabeth Bernhard is registered as an investment adviser representative in UT (CRD 6723664), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Albion Financial Group manage?

Albion Financial Group reports $2.01B across 2,298 accounts in assets under management.

### How do I contact Elizabeth Bernhard?

Through Elizabeth's website, www.albionfinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6723664): 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.