Brenton Bersin
Linkside Financial · Charlotte, North Carolina
Brenton Bersin is a fee-only financial advisor at Linkside Financial in Charlotte, North Carolina. Brenton focuses on retirement planning, estate & legacy planning and tax planning. Linkside Financial reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Founders
- Executives
- Tech employees
- Physicians
- High earners
- Multi-generational families
- Retirees
- Early-career professionals
Facts
| Firm | Linkside Financial |
|---|---|
| Based in | Charlotte, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $10.1M across 14 accounts |
| SEC registration | Investment adviser representative in NC · CRD 7058639 |
| Exams passed | Series 65 (2025) · Series 66 (2019) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.linksidefinancial.com |
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Questions about Brenton
Is Brenton Bersin a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brenton holds no broker registration, and Linkside Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brenton charge for financial advice?
Brenton's firm, Linkside Financial, reports charging a percentage of assets on its SEC Form ADV.
Where is Brenton Bersin based?
Brenton Bersin is based in Charlotte, North Carolina.
What does Brenton specialize in?
Brenton's specialties include retirement planning, estate & legacy planning, tax planning, equity compensation and family wealth transfer. Brenton works with founders, executives, tech employees, physicians and high earners.
Is Brenton Bersin registered with the SEC?
Yes. Brenton Bersin is registered as an investment adviser representative in NC (CRD 7058639), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Linkside Financial manage?
Linkside Financial reports $10.1M across 14 accounts in assets under management.
How do I contact Brenton Bersin?
Through Brenton's website, www.linksidefinancial.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
- Linkside Financial 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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