Bernstein Financial Advisory

Bernstein Financial Advisory at a glance

• One of 180 fee-only firms based in Minnesota in the Wellspent graph.
• 1 advisor is listed here.
• Its Form ADV reports 1 employee and 6 individual clients, 2 of them high net worth.
• Its average account is about $413,000 (assets it manages divided by its 23 accounts).

Fee-only advisors in Minnesota · What fee-only advisors charge in Minnesota

Facts

Bernstein Financial Advisory fees

Bernstein Financial Advisory doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (1)

• John Bernstein

Other fee-only firms in Minneapolis

• Caissa Wealth Strategies
• Compass Capital Management
• Cordis Financial
• Crafted Wealth Management
• Dunnavan &
• Element Squared Private Wealth
• EPIQ Partners
• Equal Voices Wealth

Fee-only advisors in Minnesota