Paolo Bernardi
Paolo Bernardi Advisor · Sausalito, California
Paolo Bernardi is a fee-only financial advisor at Paolo Bernardi Advisor in Sausalito, California. Paolo Bernardi Advisor reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Paolo Bernardi Advisor |
|---|---|
| Based in | Sausalito, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $3.1M across 11 accounts |
| SEC registration | Investment adviser representative in CA · CRD 7522726 |
| Exams passed | Series 65 (2021) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | bsky.app/profile/paolobernardi.bsky.social |
| Profile |
How Paolo's firm compares
- Paolo Bernardi Advisor's average account is about $279,000, from its Form ADV (assets managed divided by 11 accounts).
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Questions about Paolo
Is Paolo Bernardi a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Paolo holds no broker registration, and Paolo Bernardi Advisor reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Paolo charge for financial advice?
Paolo's firm, Paolo Bernardi Advisor, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Paolo Bernardi based?
Paolo Bernardi is based in Sausalito, California.
Is Paolo Bernardi registered with the SEC?
Yes. Paolo Bernardi is registered as an investment adviser representative in CA (CRD 7522726), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Paolo Bernardi Advisor manage?
Paolo Bernardi Advisor reports $3.1M across 11 accounts in assets under management.
How do I contact Paolo Bernardi?
Through Paolo's website, bsky.app/profile/paolobernardi.bsky.social.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Sausalito
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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