Michele Hewitt has been an investment adviser representative at Bernardo Wealth Planning since November 2024, and is not listed among the firm’s executive officers or direct owners.
Bernardo Wealth Planning, LLC is a Harleysville, PA firm with $866M under management, 801 clients and 7 advisers in one office, as of its March 2026 filing.
Michele Hewitt is with Bernardo Wealth Planning, based in Harleysville, Pennsylvania. Hewitt began her career in public accounting and spent twenty years in that field, then worked at Asset Planning Services, LTD. from 2012, focusing on tax planning and tax preparation. She joined Bernardo Wealth Planning in 2024.
Michele Hewitt’s longest registration was 2 years at Wescott Financial Advisory Group LLC (2022–2024). Before joining Bernardo Wealth Planning in 2024, Michele Hewitt was registered through Wescott Financial Advisory Group LLC.
- Wescott Financial Advisory Group LLC– · 2 yearsPhiladelphia, PA · Adviser representative · Firm CRD 105989
Professional designations
Listed by Bernardo Wealth Planning
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Michele Hewitt is registered as an investment adviser representative in Pennsylvania, since November 2024.
- PennsylvaniaSince 7 November 2024
Examinations
No examinations are on Michele Hewitt’s record.
- Full name
- Michele Lyn Hewitt
- CRD
- 7313627
- Firm
- Bernardo Wealth Planning · CRD 288705
- Office
- 272 RUTH ROAD, Harleysville, PA 19438
- Registration
- Investment adviser registration
- In the industry since
- June 2022
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- wellfull.io
Where does Michele Hewitt work?
Michele Hewitt is an investment adviser representative registered through Bernardo Wealth Planning, LLC since November 2024, and is not listed among the firm’s executive officers or direct owners.
Is Michele Hewitt a financial advisor?
Yes. Michele Hewitt has a current investment-adviser registration in Pennsylvania, through Bernardo Wealth Planning since November 2024.
How many years of experience does Michele Hewitt have?
Michele Hewitt has 4 years in the financial industry, since June 2022, across 2 adviser firms.
Where did Michele Hewitt work before Bernardo Wealth Planning?
Before Bernardo Wealth Planning, Michele Hewitt was registered through Wescott Financial Advisory Group LLC, May 2022 to September 2024.
Where is Michele Hewitt based?
Michele Hewitt’s registered office is in Harleysville, PA.
Is Michele Hewitt registered with FINRA?
No. Michele Hewitt has no current broker registration.
Is Michele Hewitt a CFP?
Bernardo Wealth Planning lists Michele Hewitt with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Michele Hewitt’s record?
Search CRD 7313627 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michele Hewitt’s full registration record.
- Tiffany BenfieldChief Operating Officer
- Ashleigh SwayzeChief Compliance Officer
- Nicholas BernardoManaging Partner