Alec Berens
Attessa Capital · Tucson, Arizona
Alec Berens is a fee-only financial advisor at Attessa Capital in Tucson, Arizona. Alec focuses on tax planning and estate & legacy planning. Attessa Capital reports charging a percentage of assets on its Form ADV.
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Specialties
Facts
| Firm | Attessa Capital |
|---|---|
| Based in | Tucson, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $343.5M across 699 accounts |
| SEC registration | Investment adviser representative in AZ, TX · CRD 6504172 |
| Exams passed | Series 65 (2016) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.attessacapital.com |
| Profile |
How Alec's firm compares
- Attessa Capital's average account is about $491,000, from its Form ADV (assets managed divided by 699 accounts).
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Questions about Alec
Is Alec Berens a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Alec holds no broker registration, and Attessa Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Alec charge for financial advice?
Alec's firm, Attessa Capital, reports charging a percentage of assets on its SEC Form ADV.
Where is Alec Berens based?
Alec Berens is based in Tucson, Arizona.
What does Alec specialize in?
Alec's specialties include tax planning and estate & legacy planning.
Is Alec Berens registered with the SEC?
Yes. Alec Berens is registered as an investment adviser representative in AZ and TX (CRD 6504172), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Attessa Capital manage?
Attessa Capital reports $343.5M across 699 accounts in assets under management.
How do I contact Alec Berens?
Through Alec's website, www.attessacapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Attessa Capital website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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