Tanya Gilliam
Berry Wealth Group · Granbury, Texas
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.
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Specialties
Who they serve
- Multi-generational families
- Founders
Facts
| Firm | Berry Wealth Group |
|---|---|
| Based in | Granbury, Texas |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $274.5M across 938 accounts |
| SEC registration | Investment adviser representative in TX · CRD 2573436 |
| Exams passed | Series 63 (1995) · Series 65 (2002) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.berrywg.com |
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Questions about Tanya
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.
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
- Berry Wealth Group 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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