Michael Berger
Optas · Dripping Springs, Texas
Michael Berger is a fee-only financial advisor at Optas in Dripping Springs, Texas. Optas reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Optas |
|---|---|
| Based in | Dripping Springs, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $881.9M across 685 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 2708511 |
| Exams passed | Series 63 (2002) · Series 65 (2014) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.optastax.com |
How Michael's firm compares
- Optas's average account is about $1.3 million, from its Form ADV (assets managed divided by 685 accounts).
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Questions about Michael
Is Michael Berger a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and Optas reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Michael charge for financial advice?
Michael's firm, Optas, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Michael Berger based?
Michael Berger is based in Dripping Springs, Texas.
Is Michael Berger registered with the SEC?
Yes. Michael Berger is registered as an investment adviser representative in CA and TX (CRD 2708511), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Optas manage?
Optas reports $881.9M across 685 accounts in assets under management.
How do I contact Michael Berger?
Through Michael's website, www.optastax.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Dripping Springs
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
- 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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