# Daniel Berg

> Daniel Berg is a fee-only financial advisor at B.E.S.T. Wealth Management in St. Louis, Missouri. Daniel charges a percentage of assets and a flat fee or retainer (ongoing planning from $750 a year and 1.45% a year on the first tier of assets managed) and focuses on retirement planning, tax planning and estate & legacy planning.

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

## Facts

- **Firm:** B.E.S.T. Wealth Management
- **Based in:** St. Louis, Missouri
- **Fee model:** Percentage of assets; Flat fee or retainer
- **Fees (firm's website):** ongoing planning from $750 a year; 1.45% a year on the first tier of assets managed; no asset minimum
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $58.4M across 322 accounts
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning
- **Works with:** Early-career professionals, Pre-retirees, Retirees, Divorced individuals
- **CRD:** 5437291 (https://adviserinfo.sec.gov/individual/summary/5437291)
- **SEC registration:** Investment adviser representative in MO
- **Exams passed:** Series 65 (2019)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.bestwealth.net

## Frequently asked questions

### Is Daniel Berg a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and B.E.S.T. Wealth Management 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 charges a percentage of assets and a flat fee or retainer.

### How much does Daniel charge?

According to B.E.S.T. Wealth Management's website, checked October 30, 2026: ongoing planning from $750 a year; 1.45% a year on the first tier of assets managed; no asset minimum.

### Where is Daniel Berg based?

Daniel Berg is based in St. Louis, Missouri.

### What does Daniel specialize in?

Daniel's specialties include retirement planning, tax planning and estate & legacy planning. Daniel works with early-career professionals, pre-retirees, retirees and divorced individuals.

### Is Daniel Berg registered with the SEC?

Yes. Daniel Berg is registered as an investment adviser representative in MO (CRD 5437291), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does B.E.S.T. Wealth Management manage?

B.E.S.T. Wealth Management reports $58.4M across 322 accounts in assets under management.

### How do I contact Daniel Berg?

Through Daniel's website, www.bestwealth.net.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5437291): 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://bestwealth.net/): specialties, clients served, and fees, checked October 30, 2026

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