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)