Gil Berman
Gil Berman Financial Adviser · Boulder, Colorado
Gil Berman is a fee-only financial advisor at Gil Berman Financial Adviser in Boulder, Colorado. Gil charges hourly fees and focuses on retirement planning, tax planning and equity compensation.
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Specialties
Facts
| Firm | Gil Berman Financial Adviser |
|---|---|
| Based in | Boulder, Colorado |
| Fee model | Hourly |
| Accepting new clients | Yes |
| Assets under management | $64.4M across 33 accounts |
| SEC registration | Investment adviser representative in CA, CO · CRD 2226414 |
| Exams passed | Series 65 (2003) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.gilberman.com |
| Profile |
How Gil's firm compares
- Gil Berman Financial Adviser's average account is about $2.0 million, from its Form ADV (assets managed divided by 33 accounts).
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Questions about Gil
Is Gil Berman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Gil holds no broker registration, and Gil Berman Financial Adviser reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Gil charge for financial advice?
Gil charges hourly fees.
Where is Gil Berman based?
Gil Berman is based in Boulder, Colorado.
What does Gil specialize in?
Gil's specialties include retirement planning, tax planning and equity compensation.
Is Gil Berman registered with the SEC?
Yes. Gil Berman is registered as an investment adviser representative in CA and CO (CRD 2226414), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Gil Berman Financial Adviser manage?
Gil Berman Financial Adviser reports $64.4M across 33 accounts in assets under management.
How do I contact Gil Berman?
Through Gil's website, www.gilberman.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
- Gil Berman Financial Adviser 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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