Ronald Bernstein
Prism Planning Partners · Rancho Mirage, California
Ronald Bernstein is a fee-only financial advisor at Prism Planning Partners in Rancho Mirage, California, who holds the CFP and PFS credentials. Ronald charges a one-time planning fee (one-time plans from $5,000) and focuses on physicians & residents, student loans and tax planning.
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Specialties
Who they serve
- Founders
- Physicians
- Pre-retirees
Facts
| Firm | Prism Planning Partners |
|---|---|
| Based in | Rancho Mirage, California |
| Fee model | One-time planning fee |
| Fees (firm's website) | One-time plans from $5,000 |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $241.5M across 482 accounts |
| Credentials | CFP · PFS |
| SEC registration | Investment adviser representative in CA, IL · CRD 5026816 |
| Exams passed | Series 66 (2005) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | prismplanningpartners.com |
| Profile |
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Questions about Ronald
Is Ronald Bernstein a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ronald holds no broker registration, and Prism Planning Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Ronald charge for financial advice?
Ronald charges a one-time planning fee.
How much does Ronald charge?
According to Prism Planning Partners's website, checked October 30, 2026: one-time plans from $5,000.
Does Ronald work with clients virtually?
Yes. Prism Planning Partners says on its website that it works with clients remotely.
Where is Ronald Bernstein based?
Ronald Bernstein is based in Rancho Mirage, California.
What does Ronald specialize in?
Ronald's specialties include physicians & residents, student loans, tax planning, retirement planning and small business owners. Ronald works with founders, physicians and pre-retirees.
What credentials does Ronald Bernstein hold?
Ronald Bernstein holds the CFP and PFS credentials.
Is Ronald Bernstein registered with the SEC?
Yes. Ronald Bernstein is registered as an investment adviser representative in CA and IL (CRD 5026816), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Prism Planning Partners manage?
Prism Planning Partners reports $241.5M across 482 accounts in assets under management.
How do I contact Ronald Bernstein?
Through Ronald's website, prismplanningpartners.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
- Prism Planning Partners 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.
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