# Sonia Von Berg

> Sonia Von Berg is a fee-only financial advisor at Osborne Partners in San Francisco, California. Osborne Partners reports charging a percentage of assets and performance-based fees on its Form ADV.

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

## Facts

- **Firm:** Osborne Partners
- **Based in:** San Francisco, California
- **Fee model (firm's Form ADV):** Percentage of assets; Performance-based fees
- **Assets under management (firm):** $2.65B across 2,125 accounts
- **Works with:** Ultra high net worth, Pre-retirees
- **CRD:** 7090524 (https://adviserinfo.sec.gov/individual/summary/7090524)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 65 (2024)
- **Firm size:** 18 employees
- **Disclosures:** None reported
- **Website:** https://www.osbornepartners.com

## Frequently asked questions

### Is Sonia Von Berg a fee-only financial advisor?

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

### How does Sonia charge for financial advice?

Sonia's firm, Osborne Partners, reports charging a percentage of assets and performance-based fees on its SEC Form ADV.

### Where is Sonia Von Berg based?

Sonia Von Berg is based in San Francisco, California.

### Is Sonia Von Berg registered with the SEC?

Yes. Sonia Von Berg is registered as an investment adviser representative in CA (CRD 7090524), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Osborne Partners manage?

Osborne Partners reports $2.65B across 2,125 accounts in assets under management.

### How do I contact Sonia Von Berg?

Through Sonia's website, www.osbornepartners.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7090524): 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://osbornepartners.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.