# David Berg

> David Berg is a fee-only financial advisor at Acorn Creek Capital in Fort Collins, Colorado. David focuses on small business owners, family wealth transfer and retirement planning. Acorn Creek Capital reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Acorn Creek Capital
- **Based in:** Fort Collins, Colorado
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $488.7M across 2,073 accounts
- **Specialties:** Small business owners, Family wealth transfer, Retirement planning, Physicians & residents, Tax planning
- **Works with:** Multi-generational families, Executives, Physicians, Divorced individuals, Founders
- **CRD:** 8318997 (https://adviserinfo.sec.gov/individual/summary/8318997)
- **SEC registration:** Investment adviser representative in CO
- **Exams passed:** Series 65 (2026)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** https://www.acorncreekcapital.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Acorn Creek Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does David charge for financial advice?

David's firm, Acorn Creek Capital, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is David Berg based?

David Berg is based in Fort Collins, Colorado.

### What does David specialize in?

David's specialties include small business owners, family wealth transfer, retirement planning, physicians & residents and tax planning. David works with multi-generational families, executives, physicians, divorced individuals and founders.

### Is David Berg registered with the SEC?

Yes. David Berg is registered as an investment adviser representative in CO (CRD 8318997), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Acorn Creek Capital manage?

Acorn Creek Capital reports $488.7M across 2,073 accounts in assets under management.

### How do I contact David Berg?

Through David's website, www.acorncreekcapital.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8318997): 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://www.acorncreekcapital.com/): 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.