William Berger
Fortiter Wealth Management · Houston, Texas
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.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Fortiter Wealth Management |
|---|---|
| Based in | Houston, Texas |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $379.9M across 285 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in TX · CRD 2097711 |
| Exams passed | Series 63 (1990) · Series 65 (1990) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.fortiterwealth.com |
| Profile |
How William's firm compares
- Fortiter Wealth Management's average account is about $1.3 million, from its Form ADV (assets managed divided by 285 accounts).
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Questions about William
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.
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
- Fortiter Wealth Management 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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