Advisor at Black Knight Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Black Knight Wealth Management, LLC
Location
Pearcy, AR
Credentials
Series 63, Series 65
Industry experience
27 years
Dennis Berry is a financial advisor with Black Knight Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Morgan Stanley in various capacities since 2004 and joined Black Knight Wealth Management in 2020. Outside of his advisory work, he owns a bushogging business and serves as a volunteer board member for the nonprofit organizations The CALL and Sunshine Therapy Riding Center. Black Knight Wealth Management serves individual and high-net-worth clients with portfolio management, financial planning, and coordination with other professional advisors. The firm employs a disciplined investment process that integrates multiple analytical approaches and offers tailored strategies, managing accounts primarily on a discretionary basis.
Based on Black Knight Wealth Management, LLC
Based on Black Knight Wealth Management, LLC
Financial planning fixed fees up to $10,000, negotiable.
$0 - $1,500,000: 2.00% $1,500,001 - $3,000,000: 1.75% $3,000,001 - $5,000,000: 1.50% $5,000,001 - $10,000,000: 1.00% $10,000,001+: Negotiable
Some supervised persons accept commissions for sale of insurance and securities products; disclosed conflicts of interest.
Up to $350 per hour for financial planning services, negotiable.
Fee-only: Asset-based fees negotiable; typical fee tiers as listed above.
Pearcy, AR
Arkansas · Louisiana
Black Knight Wealth Management, LLC
2020 - Present (6 years)
Morgan Stanley Private Bank, National Association
2015 - Present (11 years)
Morgan Stanley Smith Barney
2009 - Present (17 years)
Morgan Stanley
2004 - 2020 (16 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Hot Springs, AR
New Horizon Asset Management
CFP®, CFA®, Series 66
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Good Life Wealth Management LLC
Series 63, Series 65
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Foresight Investment Advisors, LLC
Series 63, Series 65
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Zeiser Wealth Management LLC
Series 65
Hot Springs, AR
Foresight Investment Advisors, LLC
Series 65
Hot Springs, AR
Strongtower Wealth Management, Plc
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