AdvisorOS Directory
Claim Profile
RB

Ronald A Bernstein

PRISM PLANNING PARTNERS, LLC·LIBERTYVILLE, Illinois
Unclaimed Profile
321 S. MILWAUKEE AVENUE, LIBERTYVILLE, IL 60048CRD# 5026816Firm CRD# 290485
01

About

Ronald A Bernstein is a registered financial advisor based in LIBERTYVILLE, Illinois, affiliated with PRISM PLANNING PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
PRISM PLANNING PARTNERS, LLC
PRISM PLANNING PARTNERS
AUM
$164M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at PRISM PLANNING PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5026816
Firm CRD# 290485
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in LIBERTYVILLE?

Browse all registered financial advisors in LIBERTYVILLE, Illinois or claim this profile if it's yours.

Browse LIBERTYVILLE AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Ronald A Bernstein offer?
Ronald A Bernstein specializes in Financial Planning, Investment Management. Contact their office in LIBERTYVILLE, Illinois for a consultation.
What are Ronald A Bernstein's credentials?
Ronald A Bernstein is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ronald A Bernstein located?
Ronald A Bernstein is based in LIBERTYVILLE, Illinois, working with PRISM PLANNING PARTNERS, LLC. Their office serves clients in the LIBERTYVILLE metropolitan area and surrounding communities.
How does Ronald A Bernstein charge for services?
Ronald A Bernstein's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PRISM PLANNING PARTNERS, LLC?
PRISM PLANNING PARTNERS, LLC has approximately 3 employees and manages $164M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in LIBERTYVILLE
Charles Edward Lief — RUDWALL WEALTH MANAGEMENT LLCNoah Abram Seidenberg — INSPIRION WEALTH ADVISORS, LLCRichard Hartford Kolb — INSPIRION WEALTH ADVISORS, LLCMichael Robert Roeser — MICHAEL R ROESER AND ASSOCIATES, INC.Mark David Holmertz — INTEGRYS WEALTH ADVISORS LLC
Nearby cities in Illinois
CHICAGO (3944)OAK BROOK (135)NAPERVILLE (120)NORTHBROOK (119)EVANSTON (103)
City Guides
CHICAGO GuideOAK BROOK GuideNAPERVILLE GuideNORTHBROOK GuideEVANSTON Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile