Robert Berger
Founder Family Financial · Austin, Texas
Robert Berger is a fee-only financial advisor at Founder Family Financial in Austin, Texas. Founder Family Financial reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.
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Facts
| Firm | Founder Family Financial |
|---|---|
| Based in | Austin, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees · Performance-based fees |
| Assets under management | $321.0M across 302 accounts |
| SEC registration | Investment adviser representative in TX · CRD 5898047 |
| Exams passed | Series 66 (2011) |
| Firm size | 3 employees |
| Disclosures | None reported |
How Robert's firm compares
- Founder Family Financial's average account is about $1.1 million, from its Form ADV (assets managed divided by 302 accounts).
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Questions about Robert
Is Robert Berger a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Founder Family Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Robert charge for financial advice?
Robert's firm, Founder Family Financial, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.
Where is Robert Berger based?
Robert Berger is based in Austin, Texas.
Is Robert Berger registered with the SEC?
Yes. Robert Berger is registered as an investment adviser representative in TX (CRD 5898047), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Founder Family Financial manage?
Founder Family Financial reports $321.0M across 302 accounts in assets under management.
How do I contact Robert Berger?
Contact details aren't on file yet. Search for Founder Family Financial.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Austin
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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