Kenneth Bernard
Advisor at Bernard Wealth Management Corp.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Bernard Wealth Management Corp.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Royal Oak, MI 48067
Credentials
CFA®
Industry experience
16 years
Kenneth Bernard is a CFA® charterholder and financial advisor with 16 years of industry experience. He has been with Bernard Wealth Management Corp. since 2011. In addition to his advisory role, Mr. Bernard is licensed to recommend life insurance products in Michigan and is appointed with Jackson National Life and Brighthouse Financial. Bernard Wealth Management serves individual and high-net-worth clients, businesses, and corporate retirement plans by providing discretionary portfolio management, retirement plan consulting, and standalone financial planning. The firm follows client-specific Investment Policy Statements and employs model portfolios combining mutual funds, ETFs, individual stocks, and fixed income securities, with an emphasis on quantitative and fundamental analysis.
Based on Bernard Wealth Management Corp.
Financial planning services generally billed at a flat fee of $2,500
$0 - $1,000,000: 1.00% annually $1,000,000+: 0.85% annually
$300 per hour for limited scope financial planning services
Account minimum: $250,000 Fee-only: Standard financial planning fee is $2,500 flat fee; hourly planning services at $300/hour
360 N. Main St, Suite 430
Royal Oak, MI 48067
California · Michigan · Texas
Bernard Wealth Management Corp.
2011 - Present (15 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")