Holger Berndt
Rssic · San Francisco, California
Holger Berndt is a fee-only financial advisor at Rssic in San Francisco, California, who holds the CFA credential. Holger focuses on retirement planning, estate & legacy planning and tax planning. Rssic reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Early-career professionals
- Multi-generational families
Facts
| Firm | Rssic |
|---|---|
| Based in | San Francisco, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $486.6M across 160 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CA · CRD 1977205 |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.rssic.com |
| Profile |
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Questions about Holger
Is Holger Berndt a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Holger holds no broker registration, and Rssic reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Holger charge for financial advice?
Holger's firm, Rssic, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Does Holger work with clients virtually?
Yes. Rssic says on its website that it works with clients remotely.
Where is Holger Berndt based?
Holger Berndt is based in San Francisco, California.
What does Holger specialize in?
Holger's specialties include retirement planning, estate & legacy planning, tax planning and family wealth transfer. Holger works with retirees, pre-retirees, early-career professionals and multi-generational families.
What credentials does Holger Berndt hold?
Holger Berndt holds the CFA credential.
Is Holger Berndt registered with the SEC?
Yes. Holger Berndt is registered as an investment adviser representative in CA (CRD 1977205), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Rssic manage?
Rssic reports $486.6M across 160 accounts in assets under management.
How do I contact Holger Berndt?
Through Holger's website, www.rssic.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
- Rssic 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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