Daniel Berg
B.E.S.T. Wealth Management · St. Louis, Missouri
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.
Request an introduction to Daniel →
Specialties
Who they serve
- Early-career professionals
- Pre-retirees
- Retirees
- Divorced individuals
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 |
| Assets under management | $58.4M across 322 accounts |
| SEC registration | Investment adviser representative in MO · CRD 5437291 |
| Exams passed | Series 65 (2019) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.bestwealth.net |
| Profile |
Request an introduction to Daniel
Tell Daniel a little about what you're looking for. Daniel isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Daniel
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.
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
- B.E.S.T. Wealth 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.
See something wrong? Request a correction. Read our methodology.