Kenneth Bernard
Bernard Wealth Management · Royal Oak, Michigan
Kenneth Bernard is a fee-only financial advisor at Bernard Wealth Management in Royal Oak, Michigan, who holds the CFA credential. Bernard Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Bernard Wealth Management |
|---|---|
| Based in | Royal Oak, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $314.2M across 848 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CA, MI, TX · CRD 4713729 |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.bernard-wealth.com |
How Kenneth's firm compares
- Bernard Wealth Management's average account is about $371,000, from its Form ADV (assets managed divided by 848 accounts).
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Questions about Kenneth
Is Kenneth Bernard a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kenneth holds no broker registration, and Bernard Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kenneth charge for financial advice?
Kenneth's firm, Bernard Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Kenneth Bernard based?
Kenneth Bernard is based in Royal Oak, Michigan.
What credentials does Kenneth Bernard hold?
Kenneth Bernard holds the CFA credential.
Is Kenneth Bernard registered with the SEC?
Yes. Kenneth Bernard is registered as an investment adviser representative in CA, MI and TX (CRD 4713729), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Bernard Wealth Management manage?
Bernard Wealth Management reports $314.2M across 848 accounts in assets under management.
How do I contact Kenneth Bernard?
Through Kenneth's website, www.bernard-wealth.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
- 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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