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Brock Hewitt

Bernardo Wealth Planning, LLC

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About Brock Hewitt

Brock Hewitt is a financial advisor with Bernardo Wealth Planning, LLC. Brock is a Certified Financial Planner™ professional with over 10 years of experience in the financial services industry. Brock's primary focus is to provide comprehensive financial planning services to individuals and families, helping them achieve their financial goals. Brock is registered to offer investment advice in Pennsylvania. Prior to joining Bernardo Wealth Planning, LLC, Brock held positions at Cambridge Investment Research, Inc., Cetera Advisor Networks LLC, and Commonwealth Financial Network.

Firm Information

Brock Hewitt is currently registered with Bernardo Wealth Planning, LLC. Bernardo Wealth Planning, LLC is an independent financial advisor headquartered in Harleysville, Pennsylvania. They offer a wide range of financial planning and wealth management services to individuals, corporations, and pooled investment vehicles. They manage over $609 million in assets for 1858 clients, and their team includes 9 investment adviser representatives and 5 licensed agents. The firm specializes in working with high-net-worth individuals and has a strong track record of providing personalized financial advice and investment strategies.
Bernardo Wealth Planning, LLC

272 RUTH ROAD

HARLEYSVILLE, PA 19438

$609.82M

Assets Under Management

25

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brock Hewitt’s Registration & Firm History

PA

08/14/2024 - Present

Bernardo Wealth Planning, LLC (HARLEYSVILLE PA)

PA

05/01/2024 - 08/09/2024

CAMBRIDGE INVESTMENT RESEARCH, INC. (Telford PA)

PA

03/06/2023 - 05/07/2024

CETERA ADVISOR NETWORKS LLC (TELFORD PA)

PA

04/01/2022 - 02/16/2023

COMMONWEALTH FINANCIAL NETWORK (NEWTOWN PA)

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Licenses & Designations

BOTH

Issued 10/17/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/01/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brock Hewitt.
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