Daniel Bereck
Financial Consulting Associates · Boulder, Colorado
Daniel Bereck is a fee-only financial advisor at Financial Consulting Associates in Boulder, Colorado, who holds the CFP credential. Financial Consulting Associates reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Financial Consulting Associates |
|---|---|
| Based in | Boulder, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $33.1M across 41 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CO · CRD 1231992 |
| Exams passed | Series 63 (1984) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Daniel's firm compares
- Financial Consulting Associates's average account is about $808,000, from its Form ADV (assets managed divided by 41 accounts).
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Questions about Daniel
Is Daniel Bereck a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Financial Consulting Associates reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Daniel charge for financial advice?
Daniel's firm, Financial Consulting Associates, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Daniel Bereck based?
Daniel Bereck is based in Boulder, Colorado.
What credentials does Daniel Bereck hold?
Daniel Bereck holds the CFP credential.
Is Daniel Bereck registered with the SEC?
Yes. Daniel Bereck is registered as an investment adviser representative in CO (CRD 1231992), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Financial Consulting Associates manage?
Financial Consulting Associates reports $33.1M across 41 accounts in assets under management.
How do I contact Daniel Bereck?
Contact details aren't on file yet. Search for Financial Consulting Associates.
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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