# Diego Luna Y Parra Diaz

> Diego Luna Y Parra Diaz is a fee-only financial advisor at Berlin Wealth Group Advisors in Tomball, Texas. Diego charges a flat fee or retainer, hourly fees, a percentage of assets, an ongoing planning fee and a one-time planning fee (no asset minimum) and focuses on cross-border (US / Canada), estate & legacy planning and family wealth transfer.

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

## Facts

- **Firm:** Berlin Wealth Group Advisors
- **Based in:** Tomball, Texas
- **Fee model:** Flat fee or retainer; Hourly; Percentage of assets; Ongoing planning fee; One-time planning fee
- **Fees (firm's website):** no asset minimum
- **Assets under management (firm):** $7.1M across 25 accounts
- **Specialties:** Cross-border (US / Canada), Estate & legacy planning, Family wealth transfer, Small business owners, Founders (pre-exit), Flat-fee planning
- **Works with:** Cross-border families, Founders, Ultra high net worth, Multi-generational families
- **CRD:** 6411937 (https://adviserinfo.sec.gov/individual/summary/6411937)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 65 (2019), Series 66 (2024)
- **Firm size:** 2 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** https://berlin-wealthadvisors.com/

## Frequently asked questions

### Is Diego Luna Y Parra Diaz a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Diego holds no broker registration, and Berlin Wealth Group Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Diego charge for financial advice?

Diego charges a flat fee or retainer, hourly fees, a percentage of assets, an ongoing planning fee and a one-time planning fee.

### How much does Diego charge?

According to Berlin Wealth Group Advisors's website, checked October 30, 2026: no asset minimum.

### Where is Diego Luna Y Parra Diaz based?

Diego Luna Y Parra Diaz is based in Tomball, Texas.

### What does Diego specialize in?

Diego's specialties include cross-border (US / Canada), estate & legacy planning, family wealth transfer, small business owners, founders (pre-exit) and flat-fee planning. Diego works with cross-border families, founders, ultra high net worth and multi-generational families.

### Is Diego Luna Y Parra Diaz registered with the SEC?

Yes. Diego Luna Y Parra Diaz is registered as an investment adviser representative in TX (CRD 6411937), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Berlin Wealth Group Advisors manage?

Berlin Wealth Group Advisors reports $7.1M across 25 accounts in assets under management.

### How do I contact Diego Luna Y Parra Diaz?

Through Diego's website, berlin-wealthadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6411937): 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://berlin-wealthadvisors.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.