John Bernstein
Bernstein Financial Advisory · Minneapolis, Minnesota
John Bernstein is a fee-only financial advisor at Bernstein Financial Advisory in Minneapolis, Minnesota. John focuses on retirement planning. Bernstein Financial Advisory reports charging a percentage of assets and hourly fees on its Form ADV.
Request an introduction to John →
Specialties
Facts
| Firm | Bernstein Financial Advisory |
|---|---|
| Based in | Minneapolis, Minnesota |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $9.5M across 23 accounts |
| SEC registration | Investment adviser representative in MN, TX · CRD 7131044 |
| Exams passed | Series 65 (2019) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.bernsteinfinance.com |
| Profile |
How John's firm compares
- Bernstein Financial Advisory's average account is about $413,000, from its Form ADV (assets managed divided by 23 accounts).
Request an introduction to John
Tell John a little about what you're looking for. John isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about John
Is John Bernstein a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and Bernstein Financial Advisory reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does John charge for financial advice?
John's firm, Bernstein Financial Advisory, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Does John work with clients virtually?
Yes. Bernstein Financial Advisory says on its website that it works with clients remotely.
Where is John Bernstein based?
John Bernstein is based in Minneapolis, Minnesota.
What does John specialize in?
John's specialties include retirement planning.
Is John Bernstein registered with the SEC?
Yes. John Bernstein is registered as an investment adviser representative in MN and TX (CRD 7131044), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Bernstein Financial Advisory manage?
Bernstein Financial Advisory reports $9.5M across 23 accounts in assets under management.
How do I contact John Bernstein?
Through John's website, www.bernsteinfinance.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Minneapolis
Other advisors in Minnesota who focus on retirement planning
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
- Bernstein Financial Advisory 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.
See something wrong? Request a correction. Read our methodology.