# Michelle Berry

> Michelle Berry is a fee-only financial advisor at Berry Wealth Group in Granbury, Texas, who holds the CFP credential. Michelle focuses on estate & legacy planning, small business owners and family wealth transfer. Berry Wealth Group reports charging a percentage of assets on its Form ADV.

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

## Facts

- **Firm:** Berry Wealth Group
- **Based in:** Granbury, Texas
- **Fee model (firm's Form ADV):** Percentage of assets
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $274.5M across 938 accounts
- **Credentials:** CFP
- **Specialties:** Estate & legacy planning, Small business owners, Family wealth transfer
- **Works with:** Multi-generational families, Founders
- **CRD:** 2953646 (https://adviserinfo.sec.gov/individual/summary/2953646)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 63 (1997)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** http://www.berrywg.com/

## Frequently asked questions

### Is Michelle Berry a fee-only financial advisor?

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

### How does Michelle charge for financial advice?

Michelle's firm, Berry Wealth Group, reports charging a percentage of assets on its SEC Form ADV.

### Where is Michelle Berry based?

Michelle Berry is based in Granbury, Texas.

### What does Michelle specialize in?

Michelle's specialties include estate & legacy planning, small business owners and family wealth transfer. Michelle works with multi-generational families and founders.

### What credentials does Michelle Berry hold?

Michelle Berry holds the CFP credential.

### Is Michelle Berry registered with the SEC?

Yes. Michelle Berry is registered as an investment adviser representative in TX (CRD 2953646), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Berry Wealth Group manage?

Berry Wealth Group reports $274.5M across 938 accounts in assets under management.

### How do I contact Michelle Berry?

Through Michelle's website, www.berrywg.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2953646): 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.berrywg.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.