Wendi Svitak
Bard Associates · Chicago, Illinois
Wendi Svitak is a fee-only financial advisor at Bard Associates in Chicago, Illinois, who holds the CFP credential. Bard Associates reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Bard Associates |
|---|---|
| Based in | Chicago, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $416.2M across 388 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IL · CRD 6604185 |
| Exams passed | Series 66 (2019) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.bardassociatesinc.com |
How Wendi's firm compares
- Bard Associates's average account is about $1.1 million, from its Form ADV (assets managed divided by 388 accounts).
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Questions about Wendi
Is Wendi Svitak a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Wendi holds no broker registration, and Bard Associates reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Wendi charge for financial advice?
Wendi's firm, Bard Associates, reports charging a percentage of assets on its SEC Form ADV.
Where is Wendi Svitak based?
Wendi Svitak is based in Chicago, Illinois.
What credentials does Wendi Svitak hold?
Wendi Svitak holds the CFP credential.
Is Wendi Svitak registered with the SEC?
Yes. Wendi Svitak is registered as an investment adviser representative in IL (CRD 6604185), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Bard Associates manage?
Bard Associates reports $416.2M across 388 accounts in assets under management.
How do I contact Wendi Svitak?
Through Wendi's website, www.bardassociatesinc.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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