Bernardo Wealth Planning
Wealth Financial Planner
260 core relationships
$1-$10M
30 new customers / year
3 financial advisors
Customers within 100 miles, businessmen (owners), 10% executives
On-boarding
Suppliers
Execution with Charles Schwab
Platform eMoney Advisor
Regtel
Black Diamond Wealth Management
Risk tool
Any custodian
Insurance broker
3 weeks full onboarding
3 days, 2 people (Planner + Assistant)
Planner $50k / year
$1.5k / onboarding cost
Problem / Opportunity
On-boarding with Planner not scalable
Niche not serve ($1M 30-40 years)