Updated September 29, 2025
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Bernicke Wealth Management

Investment Advisor Firm
FinanceHQ Network Member
Total assets under management$802M
Years in business40+

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Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Wealth Management
  2. Investment Management
  3. Retirement Planning
  4. Tax Minimization Strategies
  5. Estate Planning
  6. Portfolio Construction
  7. Risk Management
  8. Business Owner Planning

More about Bernicke Wealth Management

DesignationsMinimum asset threshold
Registered Investment AdvisorN/A
Firm CRD NumberNumber of advisors
3354316

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Secure your future and achieve your goals with a free match to financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than Bernicke Wealth Management.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings