Firm
Berlin Wealth Group Advisors
Tomball, Texas
Fee-only
Facts
| Based in | Tomball, Texas |
|---|---|
| Website | berlin-wealthadvisors.com |
| Phone | (310) 696-3704 |
Berlin Wealth Group Advisors fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Account minimum | None |
|---|---|
| How it charges | Flat fee · Hourly · Percentage of assets · Ongoing planning fee · One-time plans or projects |
In the firm's words
"No asset minimums, no long-term commitment." source
"A one-time or annual fee covers a personalized strategy across all areas of your financial life." source
"we charge a percentage of assets under management" source
"A one-time or annual fee covers a personalized strategy across all areas of your financial life." source
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 · Hourly · Performance-based fees |
|---|---|
| Assets managed | $7 million |
| Individual clients | 18 |
| Financial planning | Offered |
| Form ADV filed | October 15, 2026 |
| SEC record | CRD 330370 |