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William John Roth

BERNARDO WEALTH PLANNING, LLC·HARLEYSVILLE, Pennsylvania
Unclaimed Profile
464 MAIN STREET, HARLEYSVILLE, PA 19438CRD# 4315166Firm CRD# 288705
01

About

William John Roth is a registered financial advisor based in HARLEYSVILLE, Pennsylvania, affiliated with BERNARDO WEALTH PLANNING, 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
BERNARDO WEALTH PLANNING, LLC
BERNARDO WEALTH PLANNING, LLC
AUM
$610M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at BERNARDO WEALTH PLANNING, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
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Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4315166
Firm CRD# 288705
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does William John Roth offer?
William John Roth specializes in Financial Planning, Investment Management. Contact their office in HARLEYSVILLE, Pennsylvania for a consultation.
What are William John Roth's credentials?
William John Roth is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William John Roth located?
William John Roth is based in HARLEYSVILLE, Pennsylvania, working with BERNARDO WEALTH PLANNING, LLC. Their office serves clients in the HARLEYSVILLE metropolitan area and surrounding communities.
How does William John Roth charge for services?
William John Roth's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BERNARDO WEALTH PLANNING, LLC?
BERNARDO WEALTH PLANNING, LLC has approximately 10 employees and manages $610M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in HARLEYSVILLE
Roger Small — P. J. ROLAND, LTD.Richard John Volpe — ASSET PLANNING SERVICES LTD.Christine Marie Clark — ASSET PLANNING SERVICES LTD.Sean Mark Roberts — ASSET PLANNING SERVICES LTD.Peter James Roland — P. J. ROLAND, LTD.
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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