Marc Berman
Colman Knight · Acton, Massachusetts
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.
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Specialties
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 |
| Assets under management | $187.7M across 441 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA, TX · CRD 3088816 |
| Exams passed | Series 63 (1998) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.colmanknight.com |
| Profile |
How Marc's firm compares
- Colman Knight's average account is about $426,000, from its Form ADV (assets managed divided by 441 accounts).
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Questions about Marc
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.
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
- Colman Knight 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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