Brian Berkenhoff
Birch Investment Management · Brookings, South Dakota
Brian Berkenhoff is a fee-only financial advisor at Birch Investment Management in Brookings, South Dakota, who holds the CFA credential. Brian charges a percentage of assets and a one-time planning fee (one-time plans from $2,500 and 1% a year on the first tier of assets managed) and focuses on retirement planning, estate & legacy planning and tax planning.
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Specialties
Who they serve
- Mid-life transitions
- Divorced individuals
Facts
| Firm | Birch Investment Management |
|---|---|
| Based in | Brookings, South Dakota |
| Fee model | Percentage of assets · One-time planning fee |
| Fees (firm's website) | One-time plans from $2,500 · 1% a year on the first tier of assets managed · A $500,000 asset minimum |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $23.3M across 136 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in SD · CRD 4542497 |
| Exams passed | Series 65 (2001) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | birchinvestment.com |
| Profile |
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Questions about Brian
Is Brian Berkenhoff a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and Birch Investment Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brian charge for financial advice?
Brian charges a percentage of assets and a one-time planning fee.
How much does Brian charge?
According to Birch Investment Management's website, checked October 30, 2026: one-time plans from $2,500; 1% a year on the first tier of assets managed; a $500,000 asset minimum.
Does Brian work with clients virtually?
Yes. Birch Investment Management says on its website that it works with clients remotely.
Where is Brian Berkenhoff based?
Brian Berkenhoff is based in Brookings, South Dakota.
What does Brian specialize in?
Brian's specialties include retirement planning, estate & legacy planning, tax planning and divorce financial planning. Brian works with mid-life transitions and divorced individuals.
What credentials does Brian Berkenhoff hold?
Brian Berkenhoff holds the CFA credential.
Is Brian Berkenhoff registered with the SEC?
Yes. Brian Berkenhoff is registered as an investment adviser representative in SD (CRD 4542497), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Birch Investment Management manage?
Birch Investment Management reports $23.3M across 136 accounts in assets under management.
How do I contact Brian Berkenhoff?
Through Brian's website, birchinvestment.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
- Birch Investment Management 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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