# Tanya Gilliam

> Tanya Gilliam is a fee-only financial advisor at Berry Wealth Group in Granbury, Texas. Tanya 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/tanya-gilliam/
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
- **Specialties:** Estate & legacy planning, Small business owners, Family wealth transfer
- **Works with:** Multi-generational families, Founders
- **CRD:** 2573436 (https://adviserinfo.sec.gov/individual/summary/2573436)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 63 (1995), Series 65 (2002)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** http://www.berrywg.com/

## Frequently asked questions

### Is Tanya Gilliam a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Tanya 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 Tanya charge for financial advice?

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

### Where is Tanya Gilliam based?

Tanya Gilliam is based in Granbury, Texas.

### What does Tanya specialize in?

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

### Is Tanya Gilliam registered with the SEC?

Yes. Tanya Gilliam is registered as an investment adviser representative in TX (CRD 2573436), 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 Tanya Gilliam?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2573436): 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.