Firm
Bergland Wealth Management, Inc.
Ridgeland, Mississippi
Fee-only
Bergland Wealth Management, Inc. at a glance
- One of 32 fee-only firms based in Mississippi in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 59 individual clients, 21 of them high net worth.
- Its average account is about $427,000 (assets it manages divided by its 205 accounts).
Facts
| Based in | Ridgeland, Mississippi |
|---|---|
| Website | berglandwealth.com |
| [email protected] | |
| Phone | (601) 956-5181 |
Bergland Wealth Management, Inc. fees
Bergland Wealth Management, Inc. doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $87 million |
| Individual clients | 38 |
| High-net-worth clients | 21 |
| Accounts managed | 205 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | February 23, 2026 |
| SEC record | CRD 116513 |