Michele Lyn Hewitt

Employer firm

Wellfull CRD 288705

$866M regulatory AUM 25 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2012 → 12/2021
  Asset Planning Services
  Harleysville, PA
• 01/2022 → 09/2024
  Wescott Financial Advisory Group
  Philadelphia, PA
• 09/2024 → Present
  Bernardo Wealth Planning
  Harleysville, PA

Previous Registrations

• 2022-05-25 → 2024-09-30
  Wescott Financial Advisory Group Llc
  Philadelphia, PA

Other Businesses

Rental properties; not investment related; owner; income from rental properties

Designations

• Certified Financial Planner

Other Names

• Michele L Bergey