St. Bernard Financial Services, Inc. logo

St. Bernard Financial Services, Inc.

Updated today
Connect with this firm

Total assets under management

$130,472,570

Total clients

841

1% high-net worth

Total advisors

30

of 109 employees

Firm size

Multi Team

Average clients per advisor

28

Average account size

$155,140

Client services

Portfolio management Educational seminars or workshops

Fee options

Fixed

Flat fee negotiable for certain advisory services.

Percentage

$0 - $50,000: 2.00% annually $50,001 - $100,000: 1.75% annually $100,001 - $250,000: 1.50% annually $250,001 - $500,000: 1.25% annually $501,000 - $5 million: 1.00% annually $5 million+: Negotiable

Commissions

Commissions received on certain variable insurance products and brokerage transactions; commission amounts vary by product.

Project-based

$125 per hour for consultations and financial planning.

Other

Fee-only: Hourly rate of $125 per hour for consultations and financial planning; typically 8 to 10 hours for a plan.

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Main office location

St. Bernard Financial Services, Inc.

1609 West Main St

Russellville AR 72801, United States

Number of offices

31

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 479-967-1200

Advisors at this firm

Scroll left Scroll right
user avatar

Carl R

ChFC®, Series 63

Groton, CT

St. Bernard Financial Services, Inc.
user avatar

Aaron O

Series 63, Series 66

Russellville, AR

St. Bernard Financial Services, Inc.
user avatar

Kathleen W

Series 63, Series 66

Russellville, AR

St. Bernard Financial Services, Inc.
user avatar

Patrick W

Series 63, Series 65

Mena, AR

St. Bernard Financial Services, Inc.
user avatar

Mark Y

Series 63, Series 65

Russellville, AR

St. Bernard Financial Services, Inc.
user avatar

Frank W

Series 66

Russellville, AR

St. Bernard Financial Services, Inc.
user avatar

James O

Series 66

Ken Ne R, LA

St. Bernard Financial Services, Inc.
user avatar

Mark B

Series 66

Vernon, CT

St. Bernard Financial Services, Inc.
user avatar

John N

Series 63, Series 65

Russellville, AR

St. Bernard Financial Services, Inc.
user avatar

Adam B

Series 66

Russellville, AR

St. Bernard Financial Services, Inc.
user avatar

Joshua T

Series 63, Series 65

Rogers, AR

St. Bernard Financial Services, Inc.
user avatar

Phillip B

Series 63, Series 66

Russellville, AR

St. Bernard Financial Services, Inc.
user avatar

Emma G

Series 63, Series 65

Russellville, AR

St. Bernard Financial Services, Inc.
user avatar

Jeremy S

Series 63, Series 65

San Antonio, TX

St. Bernard Financial Services, Inc.
user avatar

Eric S

Series 66

Ft. Lauderdale, FL

St. Bernard Financial Services, Inc.
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

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")