Wellfull
46yrs
Top advisor by experience at Wellfull
Wellfull
Harleysville, PA. Legal name: Bernardo Wealth Planning, LLC
About the firm
A registered investment advisory firm based in Harleysville, Pennsylvania. It manages about $866 million for roughly 784 individual clients. Services include financial planning, investment management for individuals and small businesses, retirement plan consulting.
How they work
How they’re paid ?A percentage of the assets they manage; Flat or fixed fees
Typical client size ?$995,580
Assets under management ?$866 million
Individual clients784
Median years of experience13
FoundedNot stated
Services
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managers
Advisors at Wellfull
11Advisors
13Median years of experience
1States with offices
–Offices
Also known as
Bernardo Wealth Planning, LLC · Capital Wealth Investments
About Wellfull
How do I contact Wellfull?
Call the main office at 267-500-1080. The main office is at 272 Ruth Road, Harleysville, PA 19438.
How is Wellfull paid?
The firm reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask for your total yearly cost in dollars.
What services does Wellfull offer?
Financial planning, Investment management for individuals and small businesses, Retirement plan consulting, Choosing other investment managers.
How many advisors work at Wellfull?
We list 11 advisors currently registered with the firm.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.