# Brandon Berman

> Brandon Berman is a fee-only financial advisor at Total Wealth Services in Westlake Village, California, who holds the CFP credential. Brandon focuses on tax planning, small business owners and real estate investors. Total Wealth Services reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/brandon-berman/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Total Wealth Services
- **Based in:** Westlake Village, California
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $186.1M across 347 accounts
- **Credentials:** CFP
- **Specialties:** Tax planning, Small business owners, Real estate investors, Retirement planning
- **CRD:** 5911138 (https://adviserinfo.sec.gov/individual/summary/5911138)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 63 (2011), Series 66 (2014)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** https://totalwealthservices.com/

## Frequently asked questions

### Is Brandon Berman a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Brandon holds no broker registration, and Total Wealth Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Brandon charge for financial advice?

Brandon's firm, Total Wealth Services, reports charging a percentage of assets on its SEC Form ADV.

### Where is Brandon Berman based?

Brandon Berman is based in Westlake Village, California.

### What does Brandon specialize in?

Brandon's specialties include tax planning, small business owners, real estate investors and retirement planning.

### What credentials does Brandon Berman hold?

Brandon Berman holds the CFP credential.

### Is Brandon Berman registered with the SEC?

Yes. Brandon Berman is registered as an investment adviser representative in CA (CRD 5911138), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Total Wealth Services manage?

Total Wealth Services reports $186.1M across 347 accounts in assets under management.

### How do I contact Brandon Berman?

Through Brandon's website, totalwealthservices.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5911138): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://totalwealthservices.com/): specialties, clients served, and fees, checked October 30, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.