Rhonda Bernier
Savior Wealth · Lakeville, Massachusetts
Rhonda Bernier is a fee-only financial advisor at Savior Wealth in Lakeville, Massachusetts. Savior Wealth reports charging a percentage of assets and performance-based fees on its Form ADV.
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Facts
| Firm | Savior Wealth |
|---|---|
| Based in | Lakeville, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Performance-based fees |
| Assets under management | $140.2M across 303 accounts |
| SEC registration | Investment adviser representative in MA · CRD 7295934 |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.saviorwealth.com |
How Rhonda's firm compares
- Savior Wealth's average account is about $463,000, from its Form ADV (assets managed divided by 303 accounts).
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Questions about Rhonda
Is Rhonda Bernier a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Rhonda holds no broker registration, and Savior Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Rhonda charge for financial advice?
Rhonda's firm, Savior Wealth, reports charging a percentage of assets and performance-based fees on its SEC Form ADV.
Where is Rhonda Bernier based?
Rhonda Bernier is based in Lakeville, Massachusetts.
Is Rhonda Bernier registered with the SEC?
Yes. Rhonda Bernier is registered as an investment adviser representative in MA (CRD 7295934), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Savior Wealth manage?
Savior Wealth reports $140.2M across 303 accounts in assets under management.
How do I contact Rhonda Bernier?
Through Rhonda's website, www.saviorwealth.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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