Tiffany Bergland
Bergland Wealth Management, Inc. · Ridgeland, Mississippi
Tiffany Bergland is a fee-only financial advisor at Bergland Wealth Management, Inc. in Ridgeland, Mississippi, who holds the AIF, CFP and MSPFP credentials. Tiffany focuses on physicians & residents and retirement planning. Bergland Wealth Management, Inc. reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Physicians
- Retirees
Facts
| Firm | Bergland Wealth Management, Inc. |
|---|---|
| Based in | Ridgeland, Mississippi |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Works virtually | Yes |
| Assets under management | $87.4M across 205 accounts |
| Credentials | AIF · CFP · MSPFP |
| SEC registration | Investment adviser representative in LA, MS, TX · CRD 4521298 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | berglandwealth.com |
How Tiffany's firm compares
- Bergland Wealth Management, Inc.'s average account is about $427,000, from its Form ADV (assets managed divided by 205 accounts).
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Questions about Tiffany
Is Tiffany Bergland a fee-only financial advisor?
Yes. Tiffany Bergland is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Tiffany's firm.
How does Tiffany charge for financial advice?
Tiffany's firm, Bergland Wealth Management, Inc., reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Does Tiffany work with clients virtually?
Yes. Bergland Wealth Management, Inc. says on its website that it works with clients remotely.
Where is Tiffany Bergland based?
Tiffany Bergland is based in Ridgeland, Mississippi.
What does Tiffany specialize in?
Tiffany's specialties include physicians & residents and retirement planning. Tiffany works with physicians and retirees.
What credentials does Tiffany Bergland hold?
Tiffany Bergland holds the AIF, CFP and MSPFP credentials.
Is Tiffany Bergland registered with the SEC?
Yes. Tiffany Bergland is registered as an investment adviser representative in LA, MS and TX (CRD 4521298), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Bergland Wealth Management, Inc. manage?
Bergland Wealth Management, Inc. reports $87.4M across 205 accounts in assets under management.
How do I contact Tiffany Bergland?
Through Tiffany's website, berglandwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Bergland Wealth Management, Inc. website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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