# Michael Bernstein

> Michael Bernstein is a fee-only financial advisor at Lionshead Wealth Management in New York, New York, who holds the CFP credential. Michael focuses on estate & legacy planning, retirement planning and family wealth transfer. Lionshead Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/michael-bernstein/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Lionshead Wealth Management
- **Based in:** New York, New York
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $229.8M across 122 accounts
- **Credentials:** CFP
- **Specialties:** Estate & legacy planning, Retirement planning, Family wealth transfer
- **Works with:** Retirees, Pre-retirees, Executives, Ultra high net worth, Multi-generational families
- **CRD:** 7374149 (https://adviserinfo.sec.gov/individual/summary/7374149)
- **SEC registration:** Investment adviser representative in NJ, NY
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** http://www.lionsheadwealth.com

## Frequently asked questions

### Is Michael Bernstein a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and Lionshead Wealth Management 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, Lionshead Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Michael Bernstein based?

Michael Bernstein is based in New York, New York.

### What does Michael specialize in?

Michael's specialties include estate & legacy planning, retirement planning and family wealth transfer. Michael works with retirees, pre-retirees, executives, ultra high net worth and multi-generational families.

### What credentials does Michael Bernstein hold?

Michael Bernstein holds the CFP credential.

### Is Michael Bernstein registered with the SEC?

Yes. Michael Bernstein is registered as an investment adviser representative in NJ and NY (CRD 7374149), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Lionshead Wealth Management manage?

Lionshead Wealth Management reports $229.8M across 122 accounts in assets under management.

### How do I contact Michael Bernstein?

Through Michael's website, www.lionsheadwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7374149): 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
- The firm's website (http://www.lionsheadwealth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.