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Michelle Berry

Advisor at Berry Wealth Group

Updated today
Berry Wealth Group logo

Firm

Berry Wealth Group

Location

Granbury, TX 76048

Credentials

CFP®, Series 63

Industry experience

28 years

About

Michelle Berry is a CFP® professional with 28 years of experience in the financial services industry. She has worked at Raymond James Financial and Raymond James Financial Services, Inc. for over 25 years before joining Berry Wealth Group, LP in 2023. Berry also engages in insurance sales as a secondary business activity. Berry Wealth Group provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm manages approximately $242.6 million in discretionary assets and employs a long-term investment approach using low-cost diversified mutual funds and ETFs, with individual securities added as appropriate.

Client services

Based on Berry Wealth Group

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Berry Wealth Group

Wealth management Charitable giving & philanthropy

Fee options

Percentage

$0 - $999,999: 1.15% annually $1,000,000 - $5,999,999: 1.00% annually $6,000,000 - $30,000,000: 0.75% annually $30,000,001+: Negotiable

Commissions

Certain advisory persons licensed as insurance professionals may earn commissions from insurance product sales, separate and in addition to advisory fees.

Other

Account minimum: $500,000 Fee-only: Fees are based on assets under management per tiered schedule; no other fee-only amounts specified.

Location

920 Whitehead Dr.

Granbury, TX 76048

Most active in

Texas

Work history

Berry Wealth Group, LP

2023 - Present (3 years)

Raymond James Financial

1998 - 2023 (25 years)

Raymond James Financial Services, Inc.

1997 - 2023 (26 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Heath H

CFP®, Series 63, Series 66

Granbury, TX

H Cubed Financial Solutions

Options & derivatives strategies Concentrated stock management General retirement planning Cash flow / budgeting General tax planning

Travis G

CFP®

Granbury, TX

Kinetix Financial Planning

I’m Travis Gatzemeier, a CERTIFIED FINANCIAL PLANNER™ professional and the founder of Kinetix Financial Planning. I believe money is a tool that can unlock the optionality of life. My goals are to help optimize your cash flow, grow wealth, and pay less money to Uncle Sam through dynamic financial planning and investment management. Prior to my career as a financial planner, I graduated with a business degree from the University of North Texas in Denton, Texas. I began my professional career at a large brokerage firm where I learned the ins and outs of the financial markets. During this time I was able to gain valuable experience in financial markets, risk management, and personal finance. I then found my path working as a wealth manager for a small financial firm serving pre-retirees and retirees which included selling insurance to clients. I realized that insurance sales mixed with financial planning created a huge conflict of interest! I made the decision to become a fee-only financial planner in order to give my clients real financial advice with limited conflicts of interest. On a personal note, I live in the Dallas/ Fort Worth area but grew up a small-town kid in central Texas. When I am not helping my clients, I enjoy the outdoors, traveling, reading, or listening to the next queued up podcast. In addition, I am a supporter of the professional sports teams in the Dallas/Fort Worth area. An avid outdoorsman – hunting, fishing, hiking, skiing, and everything in between. I have a husky that keeps me busy and active named Koda. My favorite getaway is Montana where I have family!

Equity Recipients (RS/RSU, SOP, ESPP) Tax strategies for small businesses Oil & Gas Gen Y/Millennials (Born 1980-1995)
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Tanya G

Series 63, Series 65

Granbury, TX

Berry Wealth Group

Wealth management Charitable giving & philanthropy
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Richard L

Series 63, Series 65

Granbury, TX

Intelligence Driven Advisers, LLC

Annuities Private / alternative investments Options & derivatives strategies Real estate investing Founder/Business Owner
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Daniel A

Series 63, Series 66

Granbury, TX

Signal Securities, Inc.

Wealth management
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Thomas M

Series 63, Series 65

Granbury, TX

Portfolio Medics, LLC

Active portfolio management Passive / index investing
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