# Marc Berman

> Marc Berman is a fee-only financial advisor at Colman Knight in Acton, Massachusetts, who holds the CFP credential. Marc charges a flat fee or retainer and an ongoing planning fee (no asset minimum) and focuses on estate & legacy planning and tax planning.

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

## Facts

- **Firm:** Colman Knight
- **Based in:** Acton, Massachusetts
- **Fee model:** Flat fee or retainer; Ongoing planning fee
- **Fees (firm's website):** no asset minimum
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $187.7M across 441 accounts
- **Credentials:** CFP
- **Specialties:** Estate & legacy planning, Tax planning
- **CRD:** 3088816 (https://adviserinfo.sec.gov/individual/summary/3088816)
- **SEC registration:** Investment adviser representative in MA, TX
- **Exams passed:** Series 63 (1998)
- **Firm size:** 8 employees
- **Disclosures:** None reported
- **Website:** https://www.colmanknight.com/

## Frequently asked questions

### Is Marc Berman a fee-only financial advisor?

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

### How does Marc charge for financial advice?

Marc charges a flat fee or retainer and an ongoing planning fee.

### How much does Marc charge?

According to Colman Knight's website, checked October 30, 2026: no asset minimum.

### Where is Marc Berman based?

Marc Berman is based in Acton, Massachusetts.

### What does Marc specialize in?

Marc's specialties include estate & legacy planning and tax planning.

### What credentials does Marc Berman hold?

Marc Berman holds the CFP credential.

### Is Marc Berman registered with the SEC?

Yes. Marc Berman is registered as an investment adviser representative in MA and TX (CRD 3088816), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Colman Knight manage?

Colman Knight reports $187.7M across 441 accounts in assets under management.

### How do I contact Marc Berman?

Through Marc's website, www.colmanknight.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/3088816): 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.colmanknight.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.