Patrick Berch
Waterfront | Advisors · Overland Park, Kansas
Patrick Berch is a fee-only financial advisor at Waterfront | Advisors in Overland Park, Kansas. Patrick focuses on estate & legacy planning and retirement planning. Waterfront | Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Ultra high net worth
Facts
| Firm | Waterfront | Advisors |
|---|---|
| Based in | Overland Park, Kansas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.14B across 3,224 accounts |
| SEC registration | Investment adviser representative in KS, TX · CRD 5757139 |
| Exams passed | Series 65 (2010) |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | www.waterfrontadvisors.com |
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Questions about Patrick
Is Patrick Berch a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Patrick holds no broker registration, and Waterfront | Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Patrick charge for financial advice?
Patrick's firm, Waterfront | Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Patrick Berch based?
Patrick Berch is based in Overland Park, Kansas.
What does Patrick specialize in?
Patrick's specialties include estate & legacy planning and retirement planning. Patrick works with ultra high net worth.
Is Patrick Berch registered with the SEC?
Yes. Patrick Berch is registered as an investment adviser representative in KS and TX (CRD 5757139), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Waterfront | Advisors manage?
Waterfront | Advisors reports $1.14B across 3,224 accounts in assets under management.
How do I contact Patrick Berch?
Through Patrick's website, www.waterfrontadvisors.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
- Waterfront | Advisors 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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