Gil Berman Financial Adviser

Gil Berman Financial Adviser at a glance

• One of 336 fee-only firms based in Colorado in the Wellspent graph.
• 1 advisor is listed here.
• Its Form ADV reports 1 employee and 100 individual clients, 85 of them high net worth.
• Its average account is about $2.0 million (assets it manages divided by its 33 accounts).
• Its website says it's taking new clients.

Fee-only advisors in Colorado · What fee-only advisors charge in Colorado

Facts

Gil Berman Financial Adviser fees

Gil Berman Financial Adviser doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: hourly. 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

Advisors at this firm (1)

• Gil Berman