Quincey Bernard
Advisor at AdamsBrown Wealth Consultants LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at AdamsBrown Wealth Consultants LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Wichita, KS 67202
Credentials
Series 63, Series 66
Industry experience
4 years
Quincey Bernard is a financial advisor at AdamsBrown Wealth Consultants LLC in Wichita, KS, holding Series 63 and Series 66 licenses with four years of industry experience. Prior to joining AdamsBrown in 2024, he worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated from 2022 to 2024. AdamsBrown Wealth Consultants provides wealth management, discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, high net worth clients, trusts, estates, businesses, retirement plans, and charitable organizations. The firm manages approximately $881 million in assets for about 1,485 clients, employing a multi-advisor team that uses a long-term, strategic approach incorporating ETFs, mutual funds, individual securities, and ongoing portfolio monitoring.
Based on AdamsBrown Wealth Consultants LLC
Based on AdamsBrown Wealth Consultants LLC
Retirement plan advisory services include an annual flat fee for first $500,000 to $1,000,000; retirement plan consulting services may be offered as fixed fees based on expected hours
0.50% to 1.525% annually (varies based on factors including asset size, complexity, and services)
Financial planning services up to $250/hour; retirement plan consulting services up to $200/hour
Fee-only: Wealth management fees based on assets under management; financial planning fees charged separately on hourly basis (up to $250/hour); retirement plan advisory fees with flat fee for first $500,000 to $1,000,000 and up to 1.525% annually on assets over $1,000,000; retirement plan consulting fees on hourly basis (up to $200/hour) or fixed fees; financial institution consulting fees up to 1.00% annually
358 N Main Street, Suite 100
Wichita, KS 67202
Kansas
AdamsBrown Wealth Consultants LLC
2024 - Present (2 years)
Merrill
2022 - 2024 (2 years)
UnEMPLOYED
2021 - 2022 (1 year)
Td ameritrade
2020 - 2021 (1 year)
UnEMPLOYED
2020 - 2020 (1 year)
ResourcePro
2019 - 2019 (1 year)
University Of Nebraska - Lincoln
2017 - 2018 (1 year)
University Of Nebraska - Lincoln
2016 - 2019 (3 years)
Full-Time student
2014 - 2017 (3 years)
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Is active or affiliated with:
Trust company
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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