Michele Lyn Hewitt
Investment adviser representative at Wellfull
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$866.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- WellfullNov 2024 to now
- Bernardo Wealth PlanningSep 2024 to now
- Wescott Financial Advisory GroupJan 2022 to Sep 2024
- Asset Planning ServicesJul 2012 to Dec 2021
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (PA).
Wellfull
Legal name: Bernardo Wealth Planning, LLC
$866.4MAssets managed
801Clients
11Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7313627
- Firm CRD
- 288705