# William Berger

> William Berger is a fee-only financial advisor at Fortiter Wealth Management in Houston, Texas, who holds the CFA credential. William focuses on family wealth transfer and estate & legacy planning. Fortiter Wealth Management reports charging a percentage of assets on its Form ADV.

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

## Facts

- **Firm:** Fortiter Wealth Management
- **Based in:** Houston, Texas
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $379.9M across 285 accounts
- **Credentials:** CFA
- **Specialties:** Family wealth transfer, Estate & legacy planning
- **Works with:** Multi-generational families
- **CRD:** 2097711 (https://adviserinfo.sec.gov/individual/summary/2097711)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 63 (1990), Series 65 (1990)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://www.fortiterwealth.com

## Frequently asked questions

### Is William Berger a fee-only financial advisor?

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

### How does William charge for financial advice?

William's firm, Fortiter Wealth Management, reports charging a percentage of assets on its SEC Form ADV.

### Where is William Berger based?

William Berger is based in Houston, Texas.

### What does William specialize in?

William's specialties include family wealth transfer and estate & legacy planning. William works with multi-generational families.

### What credentials does William Berger hold?

William Berger holds the CFA credential.

### Is William Berger registered with the SEC?

Yes. William Berger is registered as an investment adviser representative in TX (CRD 2097711), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Fortiter Wealth Management manage?

Fortiter Wealth Management reports $379.9M across 285 accounts in assets under management.

### How do I contact William Berger?

Through William's website, www.fortiterwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2097711): 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://fortiterwealth.com/): specialties, clients served, and fees, checked October 30, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.