Diego Luna Y Parra Diaz
Berlin Wealth Group Advisors · Tomball, Texas
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.
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Specialties
Who they serve
- Cross-border families
- Founders
- Ultra high net worth
- Multi-generational families
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 | $7.1M across 25 accounts |
| SEC registration | Investment adviser representative in TX · CRD 6411937 |
| Exams passed | Series 65 (2019) · Series 66 (2024) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
| Website | berlin-wealthadvisors.com |
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Questions about Diego
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.
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
- Berlin Wealth Group Advisors 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.
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