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Advisor

Anise Faircloth

Berg Faircloth Investment Advisors · Leesburg, Virginia

Anise Faircloth is a fee-only financial advisor at Berg Faircloth Investment Advisors in Leesburg, Virginia. Berg Faircloth Investment Advisors reports charging a percentage of assets and hourly fees on its Form ADV.

Percentage of assetsHourly Fee-only

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Facts

FirmBerg Faircloth Investment Advisors
Based in Leesburg, Virginia
Fee model (firm's Form ADV)Percentage of assets · Hourly
Assets under management$41.0M across 188 accounts
SEC registration Investment adviser representative in TX · CRD 5640969
Firm size2 employees
Disclosures None reported
Websitewww.b-f-i-a.com

How Anise's firm compares

  • Berg Faircloth Investment Advisors's average account is about $218,000, from its Form ADV (assets managed divided by 188 accounts).

What fee-only advisors charge in Virginia

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Questions about Anise

Is Anise Faircloth a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Anise holds no broker registration, and Berg Faircloth Investment Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

How does Anise charge for financial advice?

Anise's firm, Berg Faircloth Investment Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

Where is Anise Faircloth based?

Anise Faircloth is based in Leesburg, Virginia.

Is Anise Faircloth registered with the SEC?

Yes. Anise Faircloth is registered as an investment adviser representative in TX (CRD 5640969), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Berg Faircloth Investment Advisors manage?

Berg Faircloth Investment Advisors reports $41.0M across 188 accounts in assets under management.

How do I contact Anise Faircloth?

Through Anise's website, www.b-f-i-a.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
  • 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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