Michael Bernard
Bernard & Johnson · Pasadena, California
Michael Bernard is a fee-only financial advisor at Bernard & Johnson in Pasadena, California, who holds the CFP credential. Michael focuses on divorce financial planning and retirement planning. Bernard & Johnson reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Michael →
Specialties
Who they serve
- Divorced individuals
- Pre-retirees
Facts
| Firm | Bernard & Johnson |
|---|---|
| Based in | Pasadena, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $113.1M across 216 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 2410469 |
| Exams passed | Series 63 (1993) · Series 65 (1994) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | bernardandjohnson.com |
Request an introduction to Michael
Tell Michael a little about what you're looking for. Michael 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 Michael
Is Michael Bernard a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and Bernard & Johnson reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Michael charge for financial advice?
Michael's firm, Bernard & Johnson, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Michael Bernard based?
Michael Bernard is based in Pasadena, California.
What does Michael specialize in?
Michael's specialties include divorce financial planning and retirement planning. Michael works with divorced individuals and pre-retirees.
What credentials does Michael Bernard hold?
Michael Bernard holds the CFP credential.
Is Michael Bernard registered with the SEC?
Yes. Michael Bernard is registered as an investment adviser representative in CA and TX (CRD 2410469), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Bernard & Johnson manage?
Bernard & Johnson reports $113.1M across 216 accounts in assets under management.
How do I contact Michael Bernard?
Through Michael's website, bernardandjohnson.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
- Bernard & Johnson 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.